Edit Document Template

To update the dynamic data fields with the changes made while editing a quote, click the

Refresh Document Data

button on the

Review Documents

page. For example, if you change the Price, Quote Start Date, or Discount line amount in a quote, click the

Refresh Document Data

button to retrieve the new price, date, and discount amount in the quote document. When you refresh the document:

Manual edits made to data in repeater rows of a table that’s built with the dynamic data fields will be lost as the table must regenerate upon refresh.
Condition rules configured on the document template will not be re-evaluated.

You can click the button to:

Undo the changes made to the quote document.
Include all updates made to the original document template.
Retrieve all the latest quote data changes made while editing the quote.
Include changes made to a service catalog or snippet.
Retrieve a new catalog service added to the quote with snippets. 
When you use this option, all manual changes made to the quote document will be lost.