Quote & Products Customization
I need assistance customizing the following:
A. Quotes - 2 separate outputs
I have tried unsuccessfully to accomplish what I need by working with the templates.
Currently using the free version, but trying to get it ready to release to my company. The above items prevent me from doing a Zoho roll out.
The requests are:
1. On a Quote the product section needs to include a greater amount of description detail and spaced properly for print and email output.
2. I need line numbers to appear on the quote if possible
3. Need some additional visual enhancements - lines, colors and boxes
The output is critical and the current output is not polished enough for our needs. I have a samples that shows what I am looking for...
B. Products - ability to add descriptions "on the fly" which you currently cannot do.
1. The current pop-up when adding products "on the fly" does not allow for entering a description which seems odd. I need to be able to do this.
Can someone offer some advice on how to accomplish these?
Thanks in advance.