How can I configure the PDF file of a Quote that will be sent to the Customer?
During Quote creation, the Requester selects a Theme for the Quote:
After its approval, a PDF file will be generated based on this particular Theme.
After its approval, a PDF file will be generated based on this particular Theme.
Themes are configured in Xero and picked up by ApprovalMax.
In order to change a Theme in Xero, please go to Organisation settings > Invoice settings.
You can also upload your own .docx template.
For more details please refer to: https://central.xero.com/s/article/Add-edit-or-delete-custom-invoice-quote-templates?userregion=true
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