Allow users to define output options when generating templates, instead of from the Quote Detail screen.


To enable it for users, browse to the Transaction Management Setup Tab, and then to "Preferences". Check the "Display Template Generation Options" box and click "Save".



Users will now see options when using the "Generate Quote" Button.



Editing the displayed options:


To edit the fields shown, browse to your Quote Field sets and edit the "QuoteDisplay" field set: