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How Do I Create Custom Fields to Use in Sales Quotes?


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.

You will now see the current custom fields created (if any).  To start creating a custom field, tick the check box on the left of a field and type a label.

In the example below, two custom fields have been created, one to record the Department the proposal is being sent to and one to select the Industry in which a customer operates.  There are five types of Custom Field i.e. Text, Dropdown, Integer, Currency and Date.

After saving your custom fields set-up, you will now see the extra step when creating a sales quote, as shown below.

Product Custom Fields

You can set-up Product Custom Fields in the same way as Proposal Custom fields. To do this you simply need to click on the Products tab to access this set of fields.

 

Now create your product custom fields as shown below:

For example, (as shown in the below image) we may want to show the SKU (Stock Keeping Unit) next to each product listed in the pricing table, we may also want to list the Brand of that product which can be selected from the drop down.

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