1. Click New Template Section on your quote template’s Sections related list.
2. Enter a section name.
3. Choose the content for this section.
4. Enter a number in Display Order. This number determines how the section is positioned on the quote page relative to other sections. Values are ordered top-down with 1 as the highest.
5. Choose a conditional print field. Values for this field refer to a checkbox on the associated quote record. If that field is selected, this section appears on PDF quote documents.
6. If your template section contains line items, you can choose a group field. The quote template will show line items in this section organized by their values for your selected field.Use this field only if your template section is associated with template content where Type is set to Line Items.
7. Enter a value for Top Margin and Bottom Margin, in inches, to space each section relative to any section above or below it.
8. If you want to control where page breaks occur in your section, choose values for the page break fields.