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Assign Forms For Quotes Or Orders

Need to use certain Forms for Quotes and different ones for Orders? Are there some that are used for both? You can designate if a Form is to be used for printing Quotes, Orders, or both. By setting the Usage for a Form, that determines if it will appear in the drop-down list as an option when you go to print or email.


  1. Go to Settings > Quote & Orders > Forms > open the Form to change.
  2. Click on the Edit Form Template icon.
  3. Form the Usage drop-down list, select if the Form is to be used for Quotes, Orders, or both Quotes & Orders.