How to show details on quote?

You can now include text or additional information with all the quotes sent to customers.

Step 1: Click on Settings and select 'Organisation'

click-on-settings-and-organisation-coastr

Step 2: Select the organisation to update the details.

select-organisation-name-to-change-details

Step 3: Click on Branch tab.

click-on-branch-tab-coastr

Step 4: Scroll down to find the list of branches.

select-from-list-of-branches-coastr

Step 5: Select the desired branch and click 'Update'.

Step 6: Scroll up to find "Show details on 'Quote'

scroll-back-up-to-find-show-quote-information

Step 7: Enable the toggle to enter details in the text box.

you-can-enter-the-text-you-want-to-enter-in-quote

Step 8: Enter the desired text in the text box.

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Step 9: Click on 'Save' to save the branch details.

click-save-to-save-details-1

When a quote is sent over to the customer, this text will be visible in the pdf file.

all-quotes-will-have-this-text

That's it! You have now successfully entered text to quote.

If you've any questions or issues, please email support@coastr.com. We're happy to help!

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