This WorkflowMax custom quote template will show tasks and cost notes if you use it as is. You can create copies, where one template shows the detail and one doesn’t, you can do this by deleting the task and cost note fields to permanently remove the notes.
This template is ready to go once you upload your logo, or you can format it further as you wish.
You will need to ensure you have the following fields completed in your WorkflowMax subscription – go to Business, Settings, Organisation Settings:
- Business contact information – in the box near the top named Information: Enter your address, phone and email, followed by your tax number.
- Quote and Estimate Footers – scroll down to near the bottom of the settings page, to Quote/Estimate. Enter appropriate footers for each. These should be short, they are not your full terms.
To add the new template, go to Business, Settings, Custom Templates, and select New Quote:
- You can format the date – I recommend option two – ‘1 Oct 2011’.
PRO TIP: Always create a new template, never upload to an existing template. You can mark the old one as inactive, or delete it once you are sure the new template is working correctly.
When you print your quote, make sure you select your new template from the dropdown that may be set to System Default. When you next print, the template you selected should be the default.