Personalise quotes by either:
▪Entering a specific message in the header field, accessed via the text tab in the Quote form (this message will appear only on this quote).
▪Enter a message in the header/footer fields in the Quote Options tab, accessed via Tools > Options on the ribbon (this message will appear on all quotes, but can be changed as per above if required.)
How to
Create a Quote from a Previous or Similar Quote
Create a Template for Recurring Quotes