Editing the opportunity quote template

The opportunity quote template contains Microsoft Word formatting and an embedded Microsoft Excel table. You can edit and save changes to the Microsoft Word portion of the template, but any changes made to the Microsoft Excel table will not be saved.

To edit an opportunity quote template, you must select Microsoft Word as your preferred word processor. For more information about selecting your word processor, see Specifying your word processor.

To edit the opportunity quote template

1. From the Write menu, click Edit Template.

2. In the Open dialog box, select Quote.adt, and then click Open.

3. Edit the template using the following methods:

4. Add mail merge fields by selecting each from the Add Mail Merge Fields list, and then clicking Add.

5. Delete fields by selecting the text, and then pressing DELETE.

6. Add text by placing the cursor where you want, and then begin typing. You can format the text as you type.

4. Click Save.

Do not change the name of the opportunity quote template. If you change the name, you will not be able to generate an opportunity quote.