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