The struggle to manage Website Quote Template can consume your time and overwhelm you. But no more - DocHub is here to take the effort out of altering and completing your paperwork. You can forget about spending hours editing, signing, and organizing papers and stressing about data safety. Our solution provides industry-leading data protection measures, so you don’t need to think twice about trusting us with your privat info.
DocHub works with various data file formats and is accessible across multiple platforms.
In this video, Paul explains how to edit the quote template in Enzo CRM. He begins by previewing a sample quote, which currently lacks a logo and features standard details. Paul demonstrates the process of adding a custom logo to the quote, emphasizing that this will appear prominently on the document. He also discusses the option to create different versions of quotes, such as non-itemized quotes, where only the total is shown without individual pricing details. Paul guides viewers to the setup section where they can enter company details, and notes that the template settings can be found in the inventory section.