Quote Settings

Quote Tab

The “Quote” tab will allow you to add Quote Default Note, and Quote E-mail Templates. When printing or sending quotes if you don’t want to show quarry info then you have to enable the “Prompt for whether or not to display quarry info on quotes” checkbox.

The “Quote Default Note” is typically where you would put information such as fuel surcharge and wait charges as shown in the example.

The “General Terms and Condition” control allows you to customize the General Terms and Condition details that will be displayed on the second page of the quotes. This is where you would put your legalese.

 

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Terms & Conditions