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Editable Template in each quote

Hi

I really don’t know how to explain what I want to do:
I have really complex quotes with lots of contents and photos and technical datas. My sellers need to customized each quotes.

I’d like to have a quote template that loads the contents in a field, and the seller could modify this content in each quote, as we can do with the email template. The PDF template does not allow me to modify the content for each submission, and I can’t create an specific pdf template for each quote.

Do you have any idea how to do it?

Hey there metfab

Have you been able to find a solution for this?


From the sounds of it, I don’t think this can be achieved OOTB

I’ve had a look around, and it sounds like @pgr’s Power Replacer tool might be something that’d come in handy here

You’ll be able to add a lot of on-the-fly customizability to the PDFs, (Such as setting Conditions/Dynamic Attachments/etc)


Other than that, I’m not entirely sure, I’m afraid
It sounds like something that’d need a good amount of Custom Work done to achieve, perhaps copying from the Email Compose View’s functionality?

Unless anyone else can think of any suitable solutions?

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