video1.0<iframe src="https://www.loom.com/embed/93f2b83be1d64985baa086516e5315d5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/93f2b83be1d64985baa086516e5315d5-42cc02661a9d7455.gif398.5005In this video, I walk you through the process of updating and editing our quote templates, including the AIF document and various rate agreements. I cover how to access the design manager, locate the templates, and make necessary HTML and CSS changes. It's important to remember that we can dynamically populate data from associated objects, like company and contact records, into our templates. Please make sure to familiarize yourself with these steps and let me know if you have any questions!