This article will go over how to turn on your quote cover sheet. The quote cover sheet will appear before the quote that you have created for your client.
Please note: This is only for our Marketing Pro Plus accounts.
Please note: That our marketing team will create a custom template for your quote cover sheet. This will be automatically turned on and created for you when you sign up for CaterZen. If you would like to make changes to your quote cover sheet please schedule a time using this link: https://app.hubspot.com/meetings/jillian3/marketing-meeting-
1 - Click on the Admin Tab
2 - Scroll down to the Global Settings section and click on the Quotes bubble and then the Manage Your Quote Cover Sheet link.
3 - The next page will show the Custom Proposal quote cover sheet that we have created for you.
4 - Note that you can Preview - Clone - Edit - or Delete this quote cover sheet under the Action column. The quote will appear in Yellow because it is considered your Default Cover Sheet.
You have now learned how to turn on your Upgraded Quote Cover Sheet.