Customizing the Quote Letter
You may supersede the default letter by specifying a letter of your own in the User profile field of OSM: Quote Letter.
1. From the Navigator, choose Events -> Letter.
3. Give the file a name (maximum 8 characters).
4. Choose a word processor. Press the F9 key for a list of values.
The Create Letter button is activated.
5. Choose the Create Letter button.
The Templates window appears.
6. Select Quote from the list of letter names.
7. The quote template letter opens within Microsoft Word.
The fields with <<text>> are merge token fields that supply customer information.
You can change the salutation or insert text in the body of the letter.
If you want to insert more merge tokens to insert more information into the letter, choose the Insert Merge Field button. You will see a list of all available merge tokens. Select one to insert it.
9. Navigate to Setup -> Personal Profile and bring up OSM: Quote Letter.
10. Enter the name of your quote letter in the User Value field.
11. Navigate to Workbench -> Quote tab.
When you print your quotations, your template letter is used to formulate the letter.
To create your own quote letter template: