Make the quote look like a contract


How will we make the quote look like a contract or can we do it?


You can make different “ printable views” of the quote – and one can look like a contract.

Here's a help article, including a short video on how to create quote forms.  The idea is that you can customize this to include any text you need in the header and footer:

You can also combine several of those into a “ quote packet”. This way you can include multiple forms, as well as any attached images into a single printable packet. 

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