Personalise Quotes

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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).

quote header field personalised

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.)

personalise quotes

 

How to

Add a Document to a Quote

Add a Quote

Add Stock to a Quote

Create a Job from a Quote

Create a Quote from a Previous or Similar Quote

Create a Template for Recurring Quotes

Create a quote list

Personalise Quotes

Print a Quote

Use comments to Track the Progress of a Quote

View or Edit a Quote