quotes

How can I add specific custom fields to my quotes?

To add custom fields to quotes:

  • Go to Settings and select Preferences.
  • Select Quotes under Preferences.
  • Go to the Field Customization tab and select + New Custom Field on the top right corner of the page.

Custom Field

  • Fill in the Label Name, Data Type, and other necessary details.
  • Click Save.

New Custom Field


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