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ON THIS PAGE YOU WILL FIND:

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INSERT A NEW COMMENT

  • In the jobs list > select the job

  • Click on the price icon in the left hand navigation

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Whatever is in the text field will appear in italics on your Price Quote by default

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INSERT A COMMENT FROM A TEMPLATE

If you have standard or commonly used price quote terms (comments) across the agency, these can be saved as templates that users can select and add to individual price quotes.

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Access to create and save template comments is restricted to system administrators.

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SHOW COMMENT

To show the comment on your price quote

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  • Comments will appear at the end of your price quote, i.e.

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cqllabel in ( "price-quotes" , "create-price-quote" , "template-comments" , "price-quote-comments-template" ) and space = "TGKB" and title ~ "-\"Step-by-Step > Adding Comments to a Price Quote\""