If you would like to have a cover sheet that is emailed along with the quote that you have created for your client this article will show you how to turn on the cover sheet.

 

1 - Click on the Admin tab.




2 - Scroll down to the Global Settings section and click on the Quotes bubble and then the Create Your Quote Cover Sheet link.


 

3 - Scroll down and click on the Activate My Quote Cover Sheet tab.   Then a Pop Up Box will appear to make sure this is what you intended to do and you can click onOK.

 



4 - You will then get a notice letting you know your quote cover sheet has been Activated.  

 


 

Your quote cover sheet has now been activated and it will now be sent in the email notification that the customer receives when placing an quote