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Add a contact on to a Quote for an Account Customer
Add a contact on to a Quote for an Account Customer

Does a particular person in an Account customer need to be on your quote? You can now add them in .

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

To add contact onto an Account customer quote is easy. First you need to make sure you have the contact in the system. Learn how to do that here.

You also need to up date your quote template with the relevant contact placeholders

Now that your Template is updated.

To add your contact on to the quote, Follow these steps

There is a new box that will appear called contact under the Account customer's details

If its an old contact you can check or edit the details to make sure they are still correct

Continue your quote as normal.

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