Add extra Contact details
It's easy to create a Contact while editing a quote. Here's how you can add the phone/address detail with a few more steps:
- Save and view your Quote.
- Click on the Contact (the Person or Company) for which you'd like to add the phone/address detail.
- Click 'Edit', enter phone/address details as needed and hit 'Save'.
- Hit the 'View Quote' link (top left), where you'll be taken back to your quote.
Display extra Contact detail quotes
To ensure that any phone/address detail appears on your Quotes you'll need to enable this in Settings > Layout, Style and Company information. Check the 'Include customer phone and address etc' box under Contact Detail.