Hi All,
I think, I’m missing some obvious option/point here. I’ve created 8 templates using PDF templates and it all looks good. However i’m not able to find an option where I can use a specific template for the type i have created. For example, I have create a template with ‘Leads’ as type. But when I go to lead and try to create a quote, this comes with some other format and not what we have developed.
So, can someone help me out as how to choose a particular template while printing/creating invoice or quote or proposal?