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In the Instructions tab, you can include with the quote any necessary special instructions. Certain information is only visible to specific users: the field that you enter the instructions into determines which users can see what messages.

When information is entered, a message appears in the Main Data tab notifying the user that special instructions are included in the Instructions tab:

Special Instructions from Customer

Special instructions about the quote only visible to you, other users at your company and your customer.

To enter any additional information, click . A window with a text box appears. Enter the text into the text box and click .

Special Instructions for Provider

Special instructions about the quote only visible to you, other users at your company and your provider.

To enter any additional information, click  . A window with a text box appears. Enter the text into the text box and click .
Internal Special Instructions

Special instructions about the quote only visible to you and other users at your company.

To enter any additional information, click  . A window with a text box appears. Enter the text into the text box and click .

Payment Note

Information about the payment of the quote only visible to you and other users at your company.

To enter any additional information, click  . A window with a text box appears. Enter the text into the text box and click .

Notes

Information about the quote visible to all responsible parties.

To enter any additional information, click  . A window with a text box appears. Enter the text into the text box and click .

Dashboard Note

If the quote is converted into a project, an entry is added to the Dashboard Notes tab in the dashboards of all responsible parties.

To create a dashboard note, select the tick box.

Click to create the quote.
Click to terminate the quote creation.