Quoting Tips & Tricks

  • How do I prevent the URL, date, page number etc. from printing on my form?
    Change your web browser setting.
    • In Internet Explorer:
      1. Go to File > Page Setup
      2. In the "Header and Footers" section remove the text you do not wish to print.
    • In Mozilla Firefox
      1. Go to File > Page Setup
      2. On the "Margins & Header/Footer" tab remove the text you do not wish to print.
  • How do I center my form?
    Change your web browser setting.
    • In Internet Explorer:
      1. Go to File > Page Setup and change the left margin to 1
    • In Mozilla Firefox
      1. Go to File > Page Setup and change the left margin to 1
  • How do I e-mail a form?
    • In Internet Explorer:
      1. On the File menu, point to Send, and then click Page by E-mail.
      2. Complete the mail message window, and then send the message. Note that you must have an e-mail account and an e-mail program set up on your computer.
    • In Mozilla Firefox
      1. On the File menu, select Save Page As and complete the Save As dialog box
      2. In your e-mail program, create an e-mail and attach the file you just saved
  • How do I add a lead source to my quotes?
    Add a quote custom field to store this information. Use the data type "List of values" and create a value for each lead source.
  • How do I create a packing slip?
    Print a quote without prices by  creating a Quote Printable Form and then clicking Edit Form Info... button to deselect the Display Prices check-box.
  • How do I delete multiple lines from a quote? In the Quote Lines section click on the delete button
    Highlight the lines you wish to delete and click OK.
  • How do I hide the line item amounts on my quote?
    Add a Subtotal line and click in the check-box "Hide Line Totals"
  • How do I hide the total line on a quote?
    On the  Quote Detail page, click on the Edit Revision Info button and select the check-box to "Format as price list".
  • How do I change the price list on my quote?
    On the Quote Detail page, click Copy to New Quote... button, type in the name and select the desired price list.
  • How do I change the time that is used when freezing quote revisions?
    JobTracker uses your server's clock to determine the current time. If the time is incorrect, change the clock on the server that is running JobTracker. If your database is being hosted, you can change the time zone under  Admin > System Settings.
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