Notes / Terms / Pleasantries

The following help sheet shows how the notes section of a Quotation works

 

STEP 1

First navigate to the Quotations screen by clicking on ‘Quotes & Opportunities’ followed by ‘Quotations’ from the main menu.

 

STEP 2

Highlight the quote you wish to add notes for and click the blue triangle in the bottom-right of the screen to open the ‘Change Quotation’ screen.

 

STEP 3

On the Change Quotation screen, click the ‘Notes / Terms / Pleasantries’ tab

 

STEP 4

This is where you can add any notes for the quotation

A sample quote has been provided, generated from the notes entered above, for comparison.

This concludes the Notes / Terms / Pleasantries overview