Hello Jacques,

In order to be able to create quotations you need to subscribe to it form the marketplace or activate the free mode which allows you to enter up to 30 records per month. In order to create your own template you have to go into the Quotations module -> Forms -> Select quotations -> Click the cogwheel and then define form. Then you can either change the current template by marking it and pressing cmd + shift + V (ctrl + shift + V on PC). If you instead want to create a new template from scratch you click create and then New Form Template.

Kind regards,

Edwin
HansaWorld Support