Jim2 allows for defining specific text, such as company terms and conditions, to appear on every quote. This can be performed through Tools > Options > Quote. If default header and footer text has been set up in Quote Options, that will be displayed here.
This will allow consistent quoting procedures. From this information, relevant quote reports can be provided to customers. Quotes add vital statistical data to the Jim2 database to help manage the sales pipeline, forecasting and productivity.
Users can also add more information for personalised messages to a quote within the Text tab, effectively being able to personalise each individual quote further.
The Quote footer area can also be used to add an acceptance to a quote for signing.
Further information