Click through to the Opportunity record you wish to create the quote for then click the ‘Send Quote’ button A new form should open up allowing you to configure your quote, including adding in your own logo, terms and other…

RealtimeCRM allows you to customise your quotes by setting a standard footer, email template and uploading your own logo that will appear by default on any quotes you send to your prospects. Upload your company logo to your invoice template…

When sending a quotation you need to make sure that the tax elements are showing correctly. You might have line items that are priced inclusively of tax, subject to a standard rate or tax exempt. RealtimeCRM takes care of all of that…