Boilerplates Overview Tab

Use the Overview tab to enter a name and a description for the boilerplate and add the text that can be used repeatedly in proposals and other documents.

Contents

Field Description
Description Enter a description for the boilerplate.
Text Click to enter boilerplate text. In the top right corner of the text box, click to display the text editing and formatting toolbar.
Custom Currency Code If you use multiple currencies, this column displays the currency code used for user-defined currency fields.