DocHub enables you to set photo in Website Quote Template swiftly and conveniently. Whether your form is PDF or any other format, you can easily alter it using DocHub's user-friendly interface and robust editing capabilities. With online editing, you can alter your Website Quote Template without downloading or setting up any software.
DocHub's drag and drop editor makes personalizing your Website Quote Template simple and streamlined. We securely store all your edited paperwork in the cloud, allowing you to access them from anywhere, anytime. On top of that, it's effortless to share your paperwork with parties who need to review them or create an eSignature. And our native integrations with Google services help you transfer, export and alter and endorse paperwork directly from Google applications, all within a single, user-friendly platform. Additionally, you can effortlessly transform your edited Website Quote Template into a template for repetitive use.
All processed paperwork are securely saved in your DocHub account, are effortlessly managed and moved to other folders.
DocHub simplifies the process of completing form workflows from day one!
In this tutorial, Paul demonstrates how to edit a quote template in Enzo CRM. He addresses a request to add a custom logo and modify the quote’s layout. Starting with a test quote, he shows the current template which lacks a logo and features standard formatting. Paul explains the process of adding a logo to the quote, detailing that it can be inserted through the setup menu under company details. He also mentions the possibility of creating different versions of the quote, such as a non-itemized quote that displays only the total without individual pricing. This caters to clients preferring simplified quotes. The editing process involves navigating through the template settings found in the inventory section.
