Change Phrasing on Quotes

Modified on Fri, 30 Sep, 2022 at 3:02 PM

You can customize the choice of words at the bottom of your Quote PDF, which is attached to the email when you send quotes.

Tip: To see the accurate wording and format that is sent to clients, view the PDF version of the Quote.

Note: Only certain merge codes can be used in this section.

How Do I Edit the Paragraph at the Bottom of Quotes?

Navigation: Admin > Settings > Invoicing > Narratives

  • Enter the text you want, including merge codes in "Quote Narrative."
  • Click "Update" at the top of the screen.

Change the introductory words on the bottom of your quotes in pet sitter software

Example of the bottom paragraph on a Quote PDF document

Note: Some merge codes have been populated with the appropriate data.

Quote narrative changes in dog daycare software

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