There are two types of custom fields that can be created, theses are:
Sales Quote Custom Fields - used by the Create Sales Quote process as extra information that is prompted in the fourth step of the wizard (this forth step only appears if sales quote custom fields have been created).
After you create a sales quote this type of custom field is also available for editing in the "About" section (first section in the sales quote editor).
The Sales Quote Custom Fields are also available in the text block editor to insert in text contet as embeded data items.
Product Custom Fields - can be created for the Product Catalogue, these Product Custom Fields appear when adding or editing products in the product catalogue.
These data items can also be set-up to appear in your pricing tables in a sales quote.
Sales Quote Custom Fields
When you create a new sales quote, QuoteCloud will ask you for important information to initially create the sales quote, such as who the sales quote is for, their address, what sales quote template to use etc.
It is a common requirment to need more information collected than the "standard" system type fields mentioned above. for example, analysis data such as what industry your customer operates, or the type work.
To create sales quote custom fields follow the steps below:
Click on the Configuration menu while on the Sales Quote Dashboard, then select the Custom Fields option in the drop-down menu.