Using Quote Notes in EQ you can set default text to appear at the bottom of your quote and order acknowledgement documents. This is useful to add terms and conditions to your templates.
You can set notes at 3 levels:
- Default notes show on all documents
- Customer type notes which shows different text for each type of customer, e.g. trade or retail
- You can edit individual notes on each quote and order, using the Notes icon at the top.
Further reading on this topic
Default notes: System Config > Quotation Layout
Customer types: Customer types
More tips and tricks are added monthly.