Create Quote & Order Fields

Do you need to keep track of additional information in your Quotes and Orders? You can create a Field in the Info area of a Quote or Order to capture things like how the customer heard about your company or add an ID number.

Once a Field is made, it can be added to any View. Or create a custom View of your Quotes and Orders that filters by the new Field. See Related Articles below for more information.

  1. Go to Settings > Quote > Fields > Create.
  2. Enter a field Name
  3. Choose a Data Type. For this example select List of Values.
  4. Enter the values that you want to appear in the drop-down list for this Field then Save.create a list of value field for quote or order
  5. Open a Quote or Order and click the Edit Info icon. 
  6. Choose from the List of Values for the Field.edit custom field in quote or order info area