Comments can be used to add terms and conditions, or specific notes like special payment terms on to a price quote. Comments can either be added:
manually
from a template created in the settings module by a system admin
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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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Go to the comments tab
Click add new comment button or type directly into the subject field
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Whatever is in the subject field will appear in bold on your Price Quote by default
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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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