customize a quotation and send to the customer by email in html or pdf format

Natively, at no extra cost, you can add a text element to a form with limited (very limited HTML). But you can also create a formula rich text field and hence have full HTML access for any fixed text or variable text (ie variable based on data entry).

for example

"<b>" & [Project Name]

Could be a formula for a Bold Project name.


or fixed text can be used for a field and then you put the field on the form.

"<b><font color=blue>Here is your quote: