How do I add custom fields to quotes?

You can add custom fields to your quote.

  • Go to Settings in the top right corner.
  • Select Quotes under Sales.
  • Go to the Field Customization tab and click + New Custom Field in the top right corner of the page.
  • 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.

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