There are two types of custom fields that can be created, theses are:
Proposal Custom Fields - used by the Create Sales Quote process as extra information that is prompted in the forth step of the wizard (this forth step only appears if custom fields are created).
After you create a sales quote this type of cusom field is also available for editing in the proposal summary section (first section in the sales quote editor).
The Proposal 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.
Proposal Custom Fields
When you create a new proposal, QuoteCloud will ask you for important information in order to create the proposal, such as who the sales proposal is for, their address, what template to use etc.
It is a common requirment to need more data collected that the standard system fields mentioned above. for example, analysis data such as what industry your customer operates, or the type work.
To create custom fields follow the steps below:
Click on the Configuration menu while on the User Dashboard, then select the Custom Fields option in the drop-down menu.