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.


  1. Go to Settings > Quote > Forms to edit your Quote template.
  2. 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. 
  3. Add a Page Break field at the very bottom of your first page. 
  4. 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. 
  5. Add the other fields as you want them to appear on the second copy of your Quote. 
  6. When you're finished, you can choose this template when you go to print or email a Quote.