New Quote Templates
Is it true that we can use different quote templates for different jobs, or will there only be one template? I understood that the new quotes would allow pre-designed templates we could use for different job quotes that contained pics and other job-specific information. Did I hear that right?
Customer Q: What’s the best way to add terms and conditions to a quote?
The best way to add terms and conditions to a quote would be to use the Contract/Disclaimer section. This can be accessed when creating quotes or via Settings > Branding > PDF Styles > Quotes > Contract/Disclaimer. For those with access to Advanced Quote Customization, terms and conditions can also be added as a PDF or document in the Attachments section of a quote. (This will be launching soon in March!)Customer Q: Can we attach a pdf of design pages on the cover photo vs jpeg only?
Unfortunately not! We recommend using photos sized at 1103 x 362 px for the header image to ensure it displays correctly. If you have a PDF of design pages, you can take a screenshot or export the main image as a photo. This way, you can easily add it as a header image to ensure your quote looks polished and professional!Customer Q: Can photos & attachments be added to the quote email instead of client hub?
You can still attach photos and files to the email you send to your client. However, to include them in both the email and client hub, you’ll need to add them manually in both the Quote Attachments section and Email Attachments when sending the quote.
