How Do I Edit A Quote Template?
Question asked by Ginny Roberts 10 years ago
Hi, I can see how to edit an invoice template, but I need to add a line of text to the bottom of every quote I send. Hope you can help? Many thanks
Hi Lucy
Presuming you're using the old Clear Books menu structure it'll be Sales > Emails > Templates > Quotes
If you happened to have switched the new view on in Labs (see below) then you'll need Settings > Organisation > Email Templates > Quotes
Best answerThanks Volodymyr. I've never really used quotes so it's handy to know it's based on the invoice theme.
Hello Kevin,
Thank you very much for replying to this post. We covered two different sections so hopefully together we will help Lucy and other people that may be struggling with this question.
Hello Lucy,
I am not sure that I have completely understood your request but you could achieve this by modifying the footer of your invoice theme.
That should work because the Invoice theme is also used in other documents in Clear Books.
Please take a look at the guide that I have included below:
https://www.clearbooks.co.uk/support/guides/invoices-settings-2/invoice-themes-edit/
the field you are looking for in order to edit the footer is called Quote footer text :
https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/6PyUYaQsL2b4TLU/upload.png
and this is what the result would look like:
https://s3-eu-west-1.amazonaws.com/uploads-eu.hipchat.com/36185/2561547/cTrmY2F2Ls1UL68/upload.png
Please let me know if this is not what you are looking for.
On reflection, did you mean the actual document itself as opposed to the covering email? If so, no idea i'm afraid (but the above could be used as a workaround).
You must 
