Creating Or Updating Order Footers
| Document Version | v.2 |
|---|---|
| Document Last Updated | 9/15/2023 |
| Software Version Documented | v.9.9.2 |
Task/Problem Overview
This document will cover how to update or create personal footer messages for quotes and RFQ’s.
Viewing Quote or RFQ Footer
To view the footer within a new quote, or RFQ go to the Footer tab.
By default, we have a preset message which you can change each time or create a new default message by saving it after you make your updates.
After you’ve made your changes they will save for that quote or RFQ only, however, if you want to make this your default footer select “ Save Default.”
This is how it can appear on a quote template which can be added/changed in the quote templates.
This is how it can appear on an Email body which can be added/changed in the System Emails.
