There are two types of custom fields that can be created, theses are:
Proposal Custom Fields
When you create a new proposal, QuoteCloud will ask you for importantÂ information in order to create the proposal, such who the sales proposal is for, their address, what template to use etc. Â It is common for QuoterCloud users to want extra information prompted that is specific to how their business uses of QuoteCloud, som examples are: customer phone number, special reference ids, or analysis data like what indusrt uoy customer operates, or the type of quote.
If there are additional fields you would like to record when creating new proposals you can create these in Custom Fields setup page.
Click on theÂ ConfigurationÂ menu while on the User Dashboard, then select the Custom Fields option in the drop-down menu.
In the example below,Â 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 aÂ customer operates. Â There are five types of Custom Field i.e. Text, Dropdown, Integer, Currency and Date.Â
Once the custom fields are created, they will beÂ prompted when creating your next proposal.
Product Custom Fields
You can set-up Product Custom Fields in the same way as Proposal Custom fields, you simply need to click on the Products tab to access this set of fields..
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.
Note: remember if you need to use Product Custom Fields in your proposal price tables you will need to contact our QuoteCloud Support Team