No templates found. If you have not created a Quote template, go to the PDF templates module and create one

📦 Install & Upgrade Help
1

Hello,

Iam trying to print a quote as PDF via a pdf template an get this error.
What Iam doing wrong?
Does the pic shows the right module for editing PDF templates?
Is there any documentation about this.
Any hints?
Thank u

Version 7.8.0

Sugar Version 6.5.24 (Build 509)

2

Hi,

Could you please expand on what error you are seeing? The screenshot seems to be of Studio

To print a quote as a pdf: In the PDF template module create a template with your desired fields and design, then in the quotes module select your record and click on Print PDF then select the template you created earlier.

Documentation is on the SuiteWiki

3

Hi,

yes , the screenshot is from studio.

I could not find any other item with pdf template.

Howto navigate to that?

4

PDF templates is a module. You should be able to find it by hovering over the all tab and selecting it. If it is not there then check admin->display modules and subpanels and ensure it is in the displayed modules box.