FAQ ID # 209
Last Update : 2012/07/09
Rating : Rated 1
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Question / Issue
How do I edit a quote letter template?

Answer / Solution


                                     NOTE: You must have Administrative rights to edit a template.

  1. Go to the Administraton menu and select Edit Agency Letter Templates.


  2. Select a quote letter template to edit from the dropdown menu from the Select to Edit Existing Letter. entry field. 


  3. Type in your changes in the content editor window.
  4. To add a field to the letter, copy and paste the field name from the Custom Field Letter Help section on the right side of the screen.  Be sure to include the [ ] brackets before and after the name.
  5. When you have completed your changes, click on the Save button at the bottom of the screen.



Related Links
Quote Letter Training video

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How do I generate a quote letter?
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Direct Link to This FAQ

Edit quote letter template

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