Categories
eApps eQuotes

How to insert terms & conditions in a quote template

Step 1: Go to the Settings module, then, select Templates.

Step 2: Choose a template from the “template list”. Drag and drop “Text tool” to the text area.

Step 3: Select the drop-down button and choose “Config terms and conditions” then click on Update at the top right.

Categories
eApps eQuotes

How to update Terms & Conditions in a quote

Step 1: Go to the Settings module and select Config.

Step 2: Toggle “Use quote digital signature”. Select “Update Terms and Conditions” and click Done.

Categories
eApps eQuotes

How to enable email notifications

Step 1: Go to the profile icon and select Email Notifications on the top right.

Step 2: Select the Quote Notification setting. Choose “Created”, if you created the quote OR “Watched” if you are watching the quote.

Step 3: Choose desired event(s) you want to get notified for.

Step 4: Save your changes.

Categories
eApps eQuotes

How to customize the message of quote sent

Step 1: Under the Settings module, select Config.

Step 2: Toggle “Use custom quote sent email” and click on Customize Email.

Step 3: Insert your message and click Done.