Hi;
Just wondering about a bit of flexibility in estimate/invoice templates.
We have to obtain a customer signature on each estimate for legal reasons, along side one of our authorised signatures. However, there is no way (that I can see) to add a field/box for this purpose. I'd be happy creating my own if there was also an 'add other information' button or something (as there is for the other sections of the template), but this doesn't exist in the Footer section as far as I can find.
At the moment, I've cobbled together a field using the 'bank details section' with a pretty naf sign on the line design. This is fine - except that if I then click the 'include T&C', these appear between the two signatures which just looks a bit strange. Is there any way to reorder the fields - i.e. make 'notes' appear after T&C's?).
I've been finding the template pretty unintuitive. I had a quote template set up in Zoho CRM using the template in there (after logically yet incorrectly assuming that the Zoho CRM quotes module would be at least somewhat connected to the Zoho Books quoting module), and would have been happy to copy paste it over.... yet apparently the two services are so separate that they have to use different templating tools.
Bit confused. For now, is there any workaround to get a field for a customer signature that looks smart & cohesive with the authorised signature in the footer section of templates in books?
Cheers