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Adding Customer Information to the Quotes Print Template in Simple Mode

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Adding customer information to the quotation print template is essential for simplifying follow-ups, improving communication, and avoiding errors in the sales process.

Adding Customer Information to the Quotes Print Template in Simple Mode

  • Go to “Settings”.
  • Open the “Print Templates” page.
  • Search for the required print template using the search bar, or filter the list using the “Document” column. You can also filter by any other column as needed.
  • Click on the More Details icon “⋮” in the “Actions” column next to the required print template.
  • Click on “Edit”.

Note: Select a print template other than the system template, as it cannot be modified, or create a new template.

  • Go to “Company & bill to data”.
  • Enable the specific customer details you want to display in the print template.
  • Click on "Save".
Adding Customer Information to the Quotes Print Template in Simple Mode — Click on "Save".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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