Quote Document Customizations
Quote Document Customizations
The below image will help you understand what the customization options do and where they display on the quote PDF document.
Related Articles
Booking PDF Document Customizations
Booking PDF Document Customizations The below image will help you understand what the customization options do and where they display on the booking PDF document.
Invoice PDF Document Customizations
Invoice PDF Document Customizations The below image will help you understand what the customization options do and where they display on the invoice PDF document.
Copy a quote
Copy a quote- Sometimes to speed up the quote process it is easiest to simply copy an old quote. In SalesDriver that not only bring in the proper quote details but also recalculates the price based on the current pricing for the days in question. ...
Document Types Explained
Document Types TBN's Solutions are designed to give you options when communicating with customers. We know that often there are different needs for different customers that drive what data you want to show, how you present prices, and what level of ...
Create a new quote from an existing booking.
Creating a new quote from an existing booking Overview This module explains how to quickly create a new quote using the details of an existing booking. This feature is helpful for repeat trips, modified requests, or rebooking events on new dates with ...