Print Or Email Two Quotes At Once
You can set up your Quote Form Template so you print two copies at once - maybe one copy for the customer to keep and one to sign and return. You can also choose this template when you email the quote to your customer.
- Go to Settings > Quote > Forms to edit your Quote template.
- Click the Form you want to edit. It's a good idea to Duplicate the Quote Form so you keep a clean copy of the old one.
- Add a Page Break field at the very bottom of your first page.
- Now add the fields you want to appear at the top of your second copy. In this example, I used a Static Image field (for the logo) next to a Static Text Field (for the address) to recreate my Header.
- Add the other fields as you want them to appear on the second copy of your Quote.
- When you're finished, you can choose this template when you go to print or email a Quote.
