Go to the hamburger menu > Company Settings > Quotes and click “Add Quote Template”. Choose a name for the quote template, and then click Create.
Note: You can use the “Add Template from Library” to pull in pre-built templates, but keep in mind that this might add new price list items if existing ones can't be found.
Open/edit your new quote template by clicking the pencil icon.
Click Add Page to add a page to your quote. Add as many pages as you need in any type to build the quote layout you're looking for.
Make sure to add a signature page if you need the quote signed. Customize the signing fields to collect any required info.
Use a text page for terms and conditions. Add terms and conditions text and use the [INITIAL] token to apply the signer’s initials when signing.
Use Structure pages to group other pages for duplication when multiple structures are present in the measurements.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.