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Quote Settings

Quote Settings

Quote Settings allows you to create and manage the content of your Quote templates.

 

In this help article:
Quote Description Template
Inclusions and Exclusions Template
Terms and Conditions Template
Quote Acceptance Template

 

 

Quote Description Template

1. Add a Quote Description Title. The title is the name that will appear in the Select Description drop down when creating a Quote.
2. Add a Quote Description to the text editor. 
3. Select the Create button.

You can also edit an existing Quote Description template and select the Update button at any time.

You can add as many Quote description templates as you require.

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Inclusions and Exclusions Template

1. Add a In/Exclusion Title. The title is the name that will appear in the Select In/Exclusion drop down when creating a quote.
2. Add Inclusions to the text editor. 
4. Add Exclusions to the text editor. 
3. Select the Create button.

You can also edit an existing In/Exclusion template and select the Update button at any time.

You can add as many In/Exclusion templates as you require.

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Terms and Conditions Template

1. Add a Terms & Condition Title. The title is the name that will appear in the Select Terms & Conditions drop down when creating a Quote
2. Add Terms & Conditions to the text editor. 
3. Select the Create button.

You can also edit an existing Terms & Condition template and select the Update button at any time.

You can add as many Terms & Condition templates as you require.

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Quote Acceptance Template

1. Add your Quote Acceptance to the text editor. 
2. Select the Create button.

You can also edit the existing Quote Acceptance template and select the Update button at any time.

You can only add one Quote Acceptance template.

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