Edit your Settings

Navigate to Templates > Settings.

In Email, enter any Auto CC, Auto BCC, and/or Order Notification Recipients. This content will prepopulate as you email out a Quote created from this Template.

If you wish, add a Header and Footer Background Image.

Note: Ensure that the uploaded image meets the recommended image dimensions.

In PDF Settings, set any custom PDF Filenames and/or attach a File Attachment.

Adjust any other settings in Display Settings, Totals, Groups, and Custom Fields.

Note: Separating one-time and recurring prices is recommended.