Need to make some adjustments to the content of your deal templates?


Just go to Settings > Deals, and click the pencil next to the template you want to adapt under 'Templates for quotation content'. 



Do note that a template needs to have been added before the option to adjust them appears in the settings. Haven't yet done so? Go to your deal page and then go to the section 'Follow up on your open deal'. Click on the 3 dots next to your quotation. Select the option 'Save quotation as template':