05 May 2024 - Custom field enhancements on quotes

Included in this release:

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Custom field enhancements on quotes

You now have the ability to create quote custom fields to add to quotes and show as filters, groups, and columns in the quote list screens, so you can expose quote custom fields.

Read more about entering quote custom fields →

Read more about viewing quote custom fields →

Custom fields can also be included in a quote template, so that these custom field values are included in any quote using a template that includes a custom MergeField.

Custom fields available to be included in the quote template include:

  • quote;

  • project; and

  • company.

Read more about setting up quote PDF templates →