Understand the various ways you can edit your Quote Table, so the design is in line with your company's branding.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to Settings
In the navigation menu, go to 'Settings', then select 'System Settings'.
Step 2: Find Email Quote in Settings
Using the search, type in 'Email Quote' and hit enter.
This will show you a list of available features that you can edit on the table. The elements of the quote you're able to edit include:
Email Quote Header Background
Email Quote Header Text Colour
Email Quote Lines Background
Email Quote Table Border
Email Quote Lines Text Colour
Simply type in the hexadecimal (also known as HEX) colour into the field you'd like to edit.
Examples
Editing Email Quote Header Background
In this example, we've edited the Quote header background colour to a bright blue shade (HEX code: #0000ff).
When we then navigate to a Quote and select the Basic Email Quote, the table has automatically updated to apply the blue shade to the header background. You can see the changes have applied automatically in the image below.
Email Quote Header Text Colour
In this example, we've edited the Quote header text colour to white (HEX code: #FFFFF), so it stands out more on the blue header.
You can see the changes have applied automatically in the image below.
Email Quote Lines Background
In this example, we've edited the email Quote lines background colour to an aqua/blue shade (HEX code: #add8e6), so it stands out against the blue header above.
You can see the changes have applied automatically in the image below.
Email Quote Table Border
In this example, we've edited the email Quote table border to colour to white (HEX code: #FFFFF).
You can see the changes have applied automatically in the image below.
Email Quote Lines Text Colour
In this example, we've edited the email Quote lines text colour to a pink shade (HEX code: #ffb6c1).
You can see the changes have applied automatically in the image below.
