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Proposal defaults to the new proposal template when eligible:
When a user creates a proposal, the proposal template will be automatically set to the new template if the user quotes an EverBright Financing or cash quote.
If the user would like to add a non-EverBright financing, or non-cash quote once the new dynamic template is auto-selected, they will need to click ‘Change Template’ and select the ‘old’ template (the non-dynamic) in order to add the non-EverBright, non-cash quote.
If user clicks ‘Add Quotes’ on a proposal that has the new dynamic template selected, then they will see an ‘Incompatible’ marker on quotes that are not compatible with the new proposal template. An error will be thrown if an incompatible quote is selected.
‘Dynamic’ marker on template thumbnails of Change Template modal to indicate which templates are the new dynamic template
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