Introduction to Templates

Templates in MX serve the following purposes:

1. On the Quote object, templates can be defined to download item information. This will result in an Excel file which in return can be used for mass data maintenance and then uploaded to the Quote for the changes to take effect.

2. As a sales representative completes a configuration and wants to generate a professional quote document, the template is used to define what the document will look like, e.g. which images to print, what data to include, additional text elements, such as Terms and Conditions, etc.

3. MX has a built-in email notification engine that allows configuring templates with placeholders that can be branded to a company’s corporate design requirements.