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). ▪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 |