quotes

How do I add custom fields to quotes?

To add custom fields to quotes:

  • Go to Settings in the top right corner.
  • Select Quotes under Sales.
  • Go to the Field Customization tab and click + New Custom Field in the top right corner of the page.
  • Enter the Field Name and select the Data Type.
  • Choose Yes for Is Mandatory if you want the custom field to be mandatory. Choose Yes for Show in All PDFs if you want the custom field to be displayed in the PDFs.
  • Click Save.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.