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.
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.
Example of the bottom paragraph on a Quote PDF document
Note: Some merge codes have been populated with the appropriate data.
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