Quote Form With Just Text For A Packet

Question

I want to create a quote packet that has:

  1. Actual Quote
  2. Contract
  3. Disclaimer

How do I create #'s 2 & 3?

Answer

In each quote printable form, you can choose to hide the actual quote lines.

When you're editing the quote form template, there's a section that says quote lines displayed here

(The header and footer will be repeated on each page of quote lines)

Click here to hide Quote lines

Fields below this section will be part of the footer
If you click on that section, you can hide the actual quote lines, making a quote form that can be just text or pull just selected quote info (customer address, etc.)

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