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How to Update Quote Templates (Rate Agreements & AIF)



  1. Go to the "Design Manager" in order to view and edit the quote templates used for the Rate Agreements & AIF document.
  2. Click on the "cw-quotes-theme" directory and go to the templates sub-directory.
  3. Click of the template that you wish to edit.
  4. Update the HTML, CSS and CRM tokens as needed,