Feb 2022: Creating Quotes and Invoice Templates
You have added your products to the Clarity CRM Price Book – now you need to create your own quote design. Learn the basic techniques for designing and editing a quote template using the quote template function.
00:07 INTRODUCTION AND AGENDA
02:20 OVERVIEW OF THE QUOTE TEMPLATE BUILDER
21:00 ADDING/EDITING COMPANY LOGO, IMAGES AND TEXT
33:17 EDITING THE ITEMS TABLE
39:20 FORMATTING FONT & BACKGROUND COLORS
51:10 SEND THE QUOTE TO THE CUSTOMER
54:10 PROPOSAL STYLE QUOTE