Include an introduction at the top of your Quotes

If you would like to begin your Quotes with an introduction or description of the scope, you might like to set up your default Template to include a Text Item as the first Item on your Quotes.

How to get a Text Item at the top, for all new Quotes:

  1. If you don’t have one already, start by creating a Template.
  2. From the first Price Item, hit '+' to add a Text Item, then move it up to the top.
  3. Now "lookup" an existing Text Item or create some content for a new Text Item.
  4. While editing the Template, select 'Make default' (under 'Actions').
  5. Click 'Save & Finish'.

Or... If you already have a default Template, open it up, add a Text Item and move it to the top, then click 'Save & Finish'.

Now every time you create a Quote it will start from this Template with a Text Item at the top of the Quote, all ready for your description or introduction.

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