Setup the company logo, company information and terms and conditions that are shown in a quote.
Video
Instructions
To set up your Quote Template:
- From the main menu navigate to Settings > Account Setup > Platform Settings.
- Go to the Deals Export tab.
- Here you will enter your company logo, company information, and terms and conditions that are presented on quotes and contracts.
Note: Upload your logo ensuring it adheres to a 5:1 ratio. We recommend a pixel size of 1125px width x 225px height.