QuoteTemplate UserGuide
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QuoteTemplate.
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LogintoPerfectPortalandgointoyour
andselect
Selectthe
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Thereare tochoosefrom.
Onceyouhavecompletedthe and ,youwillbeshown apreviewofwhatthequotewilllooklikeforyourclients.
Thisistrulyuniqueandtheonlysuchofferingonthe markettoday.
Justchoosefromthreetemplatesthenselecthowyou wantthebranding,coloursandpricinginformation displayed.Forexample,doyouwanttopresentVAT undereachfeesection,orasagrandtotalattheend?
Thismakesitcleartoyourclientswhatthecostswillbe. Everythingisreallysimpletouse,andthequotescan begenerateddirectlyviayourportal.
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