Page Comparison

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The Proposal PDF can be attached to an email to a customer, and/or linked to the Quote and Acceptance Page.

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Send quote workflow

Once you have created one or more quotes, select the templates you wish to use to present the quotes, and then send an email to the customer.

1. Comparison page

   1. Select the recommended quote, and any comparison quotes, using the quote side-bar

   2. Select the Comparison template you wish to use

2. Quote and Acceptance page

   1. Select the Quote and Acceptance template to use, and check that the quote displays as intended.

3. Send

   1. Select the Proposal PDF template to use (if applicable)

   2. Edit the email text if required, or select a different email template.

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Customising Proposal Pages and PDFs

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