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Quote Formatting

ISQuote allows you to customize the generated quote to fit your preferences.
Options include:

  1. Print Portrait or Landscape.
  2. Exclude columns such as list price, unit price, extended price, quantity, location identification, approval codes and weight.
  3. Separate Quote by Manufacturer.
  4. Print or Omit specification links.
  5. Customize the quote header name. (default is "Quotation")
  6. Add comments
  7. Add or Remove Images
  8. Print Mfg Part Number (if different that your part number)
  9. Print Vertical Lines
  10. Decimal Places
  11. Place Footnotes in the body of the quote

Note:  Defaults for these selections can be made in the Company Site and Comfiguration Records.


See also

Add New Quote
Add Items and Notes to a Quote
Add Items on the Fly
Generate and Send a Quote
Broadcasting Quotes
Distribution Groups
Copy a Quote
Add a Customer on the Fly
Override Quote Pricing
Renumbering Lines
Adding Footnotes to a Quote
Export Quote To Excel Format
Print Email and Faxing Quotes Shortcuts
Quote Distribution Records