Redwood Quote Settings

Complete the following steps to import all layout items from the previous JET or Legacy layout into the Redwood Quote UI.

1. Open or create a Redwood quote, click Design, then click the Settings icon in the page header.

   

2. Click Import Options.

3. Click Express Import.

4. Click Import JET Layout. (for Legacy layouts click Import Legacy Layout)

   When the import has finished a "Layout successfully imported banner" is displayed.

5. Deploy the Commerce Process.

Complete the following steps to select individual Transaction and Transaction Line layout items to import into the Redwood Quote UI.

1. Open or create a Redwood quote, click Design, then click the Settings icon in the page header.

   

2. Click Import Options.

3. Click Guided Import.

4. Click JET Layout. (For Legacy layouts click Legacy Layout)

5. Click Import Transaction to import the transaction layout.

   

6. Import tabs to the transaction layout.

   

   1. Click Apply All And Preview to import all tabs, or

   2. Select the desired tab and click Add To Layout.

      • You can click Promote to view to a raise a section item to the tab level.

      • You can click the Delete icon to exclude a section from import.

      • Repeat this step to add all desired tabs and sections are added.

7. Click Import Transaction Line to import the transaction line layout.

   

8. Add items to the layout.

   1. Click Apply All And Preview to import all items, or

   2. Select the desired item and click Add To Layout.

      • You can click Promote To Tab to a section item to a tab.

      • You can click the Delete icon to exclude a section from import.

      • Repeat this step to add all desired items are selected.

   When the import has finished a "Layout successfully imported banner" is displayed.

9. Deploy the Commerce Process.

Complete the following steps to clear all modifications made to the layout and reset the layout to an empty state.

1. Open or create a Redwood quote, click Design, then click the Settings icon in the page header.

2. Click Reset Options.

3. Click Reset Layout.

4. When prompted, click Reset to continue.

Complete the following steps to apply or update the Redwood theme.

1. Open or create a Redwood quote, click Design, then click the Settings icon in the page header

2. Click Themes.

   

3. Select Redwood from the Select Theme drop-down.

4. (optional) Select one of the following Navigation Pane options.

   1. Dark

      

   2. Light

      

   3. Inherit - This option will apply the Dark option for the Redwood theme.

5. Select the desired font from the Select Font drop-down to change the base font for all Redwood Quotes List and Redwood Quote UI elements (headers, UI text, buttons, etc.).

Complete the following steps to apply or update the SFDC theme.

1. Open or create a Redwood quote, click Design, then click the Settings icon in the page header.

2. Click Themes.

   

3. Select SFDC from the Select Theme drop-down.

4. Select one of the following Navigation Pane options.

   1. Dark

      

   2. Light

      

   3. Inherit - Sets the navigation pane to the primary SFDC color.

      

5. Select the desired font from the Select Font drop-down to change the base font for all Redwood Quotes List and Redwood Quote UI elements (headers, UI text, buttons, etc.).

Complete the following steps to apply or update a custom theme.

1. Open or create a Redwood quote, click Design, then click the Settings icon in the page header.

2. Click Themes.

3. Select Custom from the Select Theme drop-down.

   

4. Select or enter a primary color.

5. Enable Apply Color Variants to apply complementary colors to Redwood layout sub-elements.

   

6. Select one of the following Navigation Pane options.

   1. Dark

      

   2. Light

      

   3. Inherit - Sets the navigation pane to the primary custom color.

      

7. Choose the desired font from the Select Font drop-down to change the base font for all Redwood Quotes List and Redwood Quote UI elements (headers, UI text, buttons, etc.).