The Quote Letter
When you choose Print in the Quote window, the form letter specified in OSM: Quote Letter is opened within Microsoft Word. The form letter template is a public letter that is accessed by all users. If you have installed the product with its default configuration, the template letter has been designated in the default profile option OSM: Quote Letter. This is a generic letter that contains merge tokens that place customer information where the merge tokens are located. This information includes name, address, salutation information, price list, and other general information. Your site may have added standard paragraphs to this template to accommodate your sales needs. For example, this information can include the period of time the quote is good for, and other relevant terms of the sales agreement. The signature on the letter is the name designated in the Employee field on the Quote window. Finally, all quote lines are displayed in table form.
You can edit the letter, save it, and give it a name other than the template letter name. You can personalize any of the information from the template, and also print the letter on your local printer.
