Customize Quote

Do you want to change the way your quote looks? You can do it through quote templates. You can customize your quote in two steps:

Select Template

A template gives you an outlook on how your quote might look. It consists of fields and information which are displayed in a particular order.

To choose a quote template:

New template Select template

Use template

Customize Template

Once you’ve selected a template, you can edit and modify the fields inside it. Here’s how:

Configure the template properties

Once you make changes in the template, you can view them (on the right side of the page) by clicking Preview on the bottom of the page.

You can also make changes to the template directly from the quote. Here’s how:

Note: You can view the quotes settings by going to Settings > Preferences > Quotes. You can also add Custom Fields and Custom Buttons in this page.

Next >
Convert to Sales Order

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