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[Smart projects] changing quote confirmation template by Quote
Does anyone else work with multiple Quote confirmation templates?
It is not possible to change the quote confirmation template on the Smart Process quote screen, it can be only be changed in the client settings: Client -> Main Data -> Templates.
We need different templates for different services, for example one type of quote confirmation for translation, another for post-editing, another for interpretation and so on.
The problem with switching in the customer settings is that another sales person may be using another template...
Customer support service by UserEcho