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How to create a Quotation Template
How to create a Quotation Template
Ewity avatar
Written by Ewity
Updated over 8 months ago
  1. Go to "Company Admin" from the side menu

  2. Select " Print Templates "

  3. Press "New Template" from the top right corner of Templates tab

  4. Enter a name & Select Template Type

  5. Select Yes or No in the "Is Default?" tab

  6. Add a Logo to the template

  7. Tick the columns you would like to appear on the Quotation from the Line Item Table

  8. Enter the Terms & Conditions if any

  9. Enter files of the signature/stamp if any

  10. You're good to go!

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