Managing Proposal Templates
The Manage Templates screen allows you to create and customize print templates for a document type such as quote.
You can configure a print template by providing a configuration XML, which is used to display the attributes that can be included when generating a proposal in Sterling Field Sales. The XSL (Extensible Stylesheet Language), along with a configuration XML, is used to format the proposal in Sterling Field Sales. By default, the first style sheet you create for a print template belongs to the base locale. You can create locale specific style sheets for a print template.
To configure a print template, perform the following steps:
- Create a new print template.
- Configure the print template by providing a configuration XML.
- Create a style sheet (XSL) for the print template.
- Create locale specific style sheets for a print template if required.
Managing the Proposal Templates involves, creating a New Print Template, configuring the Print Template, creating a Locale Specific Style Sheet, and deleting Style Sheets.