Do you type the same or similar notes over and over on your quotes? You can setup these as template notes to edit on each quote before sending. This also works on invoices, reports, purchase orders and bills. You need access to settings to set this up.
Add the template notes
Open Settings > Templates > Quotes and click on the template that you want to add the notes for.
1. Show the notes on the PDF quote
If you already have the notes showing on the PDF - skip to step 2. If not to show you need to add the placeholder to the PDF template.
Add the placeholder {quote-customer-notes} and {quote-special-conditions} to the section where you want the notes to appear.
2. Enter template notes
There are two separate note fields on the quote, Customer notes and Exclusions / Inclusions / Special Conditions. Enter your template notes in the fields use the WYSIWYG toolbar to format the text.
3. Edit the notes when creating the quote
When creating a new quote, select the template where you added your notes, they will appear in the notes to customer section on the quote page. Edit the notes as needed and send the quote as usual.
This is how the result will look like in your final quote:
The same steps apply if you'd like to set up template notes for your invoices and reports — simply navigate to the relevant section under Settings > Templates > Invoices or Reports, and follow the process outlined above.
For setting up Invoices:
For setting up Reports:
You can refer to the screenshots below to easily locate these options.
With these template notes in place, you’ll save time and ensure your quotes, invoices, and reports are always clear, consistent, and ready to send.