What are Custom Fields Used For?
When you create a new sales quote, QuoteCloud will ask you about who the recipient is and what the sales quote is about.
However, there may be additional information you would like a Sales Consultant to provide when creating a new sales quote; you can define your own Custom Field(s) to meet this need.
Custom fields are used in the Sales Quote Dashboard to filter sales quote data; for example, if you created a custom field for "Industry Type", you could then filter your sales quotes for that industry type in the Sales Quote Dashboard.
Custom fields can also be added as Data items; in your proposal content (using the text editor), see section Inserting Data Items into Text Blocks for more information.
For your industry
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Home Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for IT Services