How do I add custom fields to quotes?

You can add custom fields to your quote.

• Go to Settings by clicking the Gear icon in the top right corner.
• Select Quotes under Sales in the Module Settings pane.
• Navigate to the Field Customization tab and click + New Custom Field in the top right corner.
• Enter the Field Name and select the Data Type.
• Choose Yes for Is Mandatory if you want the custom field to be mandatory.
• Choose Yes for Show in All PDFs if you want the custom field to be displayed in the PDFs.
• Click Save.