Adding customer information to the quotation print template is essential for simplifying follow-ups, improving communication, and avoiding errors in the sales process.
Here’s how to do this in "Edara".
Steps to Add Customer Information to the Quotes Print Template
Go to "Settings".
Open the "Print Setup" page.
Note: The Default selection here is the “Sales” Module.
Select the "Quotes" document and then choose the desired "Print Template".
Click on "More Actions".
Click on "Edit".
Open the "Company & bill to data" section.
Enable the specific customer details you want to display in the print template.
Click on "Save".
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.