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.


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

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


  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.


  6. Click the Save button.

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


New Template

Editing Template

Viewing Template