Add Contact phone/address details and have them displayed on your Quote

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:

  1. Save and view your Quote.
  2. Click on the Contact (the Person or Company) for which you'd like to add the phone/address detail.
  3. Click 'Edit', enter phone/address details as needed and hit 'Save'.
  4. 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.

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