How to Apply Custom Sections for Quotes and Invoices?

To apply custom sections to quotes and invoices:

  1. In the left Navigational Column, click the Sales tab and select Templates.

  2. Find the template you want to edit under the List of Templates.

    Apply-Custom-Section

  3. Under the Edit column, click Apply-Custom-Section of a template.

  4. Under the Custom Section, click the Add button.

    Apply-Custom-Section

  5. In the New Section heading, under Apply On, select the Quotes and Invoices check boxes to apply the new section to both quotes and invoices.

    Apply-Custom-Section

  6. Click the Save button.

    InTimeCRM applies this custom section to all the future quotes and invoice.

Templates

New Template

Editing Template

Viewing Template