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, under 'Contact detail'.