Some of what you will see here may be different in your system depending on how things have been set up or whether any system features have been renamed

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The different areas of the screen

There are 3 different areas highlighted in the image above which you will find reference to in your system settings.

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The Edit Screen

This is the area where you can populate “top-line” information in relation to your quotations.

You have 2 main choices for how you configure what is visible in this area for users.

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Global setup

All of the set up you are about to read about can be found by navigating to:

Configure >> Quotations

Setting up this are in this way allows you to set specific fields and buttons which will be available to all system users on every quotation which is created.

There are 3 aspects to setting this up in your account.

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Renaming System Fields

All of the set up you are about to read about can be found by navigating to:

Configure >> Quotations

Once in the quotation settings screen, you will see a menu on the left hand side of your screen.

Click on Rename System Fields and you will see the following screen:

The first column contains default field names.

To change any of these click on the edit icon at the right hand side, then enter the name you want to give the field.

If you have any tabs already open, these may need refreshed before you see the changes take effect

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Creating Custom Fields

All of the set up you are about to read about can be found by navigating to:

Configure >> Quotations

Once in the quotation settings screen, you will see a menu on the left hand side of your screen.

Click on Custom Quotation Fields and you will see the following screen:

Click on the New Custom Field button

Your screen should now look like this:

As you will see there are 3 fields to populate:

If you select a type of Dropdown you will be given a fourth field for Dropdown Options

Types of custom fields

This allows you to select the type of custom field you want to add. Your options are:

Custom Field Type	What is it for?
Text	Allows you to input a single line of text
Dropdown	Allows you to specify a range of options which can be selected on the quoting screen
Number	Only allows the entry of a number
Date	Allows you to fill out a date entry only
Checkbox	This creates a checkbox which users can tick
Text Area	Allows you to input multiple lines of text
Date & Time	Allows you to fill out a date and a time
Hyperlink	Allows you to populate with external links / URL’s

Name of custom field (for variable tags)

The purpose of this field is it creates a name you can use in conjunction with the system’s variable {tags} in order to bring the information from your custom field on to documents or emails created by the system.

Label name on Screen

This is the default label which will appear against this field in your quote screen.

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Choosing which fields are visible

In the quotation edit screen you have 3 options for field visibility

To select which fields are visible you should navigate to:

Configure >> Quotations

Click on Edit Screen Settings and you will see the following screen:

Here you can work through each of the available system fields and any of your custom fields and choose which of these are visible in the Quotation edit screen