A quote's tabs and the documents in its send bundle follow the Outputs turned on in its quote template. The Quote template editor previews both on the right, under Tabs a quote from this template gets and Send bundle.
Tabs
|
Tab on the quote |
When it appears |
|---|---|
|
Quote builder |
Always. |
|
Input Documents |
Always. Holds the customer documents the quote was built from. |
|
Material Match |
Always. Where you review catalog matches. |
|
Compliance Statement |
When Compliance statement is on under Outputs. |
|
Submittal |
When Technical submittal is on under Outputs. |
|
Outputs |
Always. Where you download and send. |
|
Activity |
Always. |
Send bundle
-
Quotation PDF — always.
-
Compliance statement — when turned on.
-
Technical submittal — when turned on.
-
Binder (combined PDF) — when either of the two above is on; one PDF combining the documents.
To add the compliance statement to quotes from a template
Procedure
-
In the left navigation, select Quotes > Templates.
-
On the quote template's card, select Edit.
-
Under Outputs, turn on Compliance statement.
-
Under Compliance columns, order the columns.
-
Select Save template.
Quotes made from the template carry a Compliance Statement tab, and their Outputs tab offers the Compliance Statement and a Binder alongside the quotation. Outputs can be added after quotes exist; the change applies to existing quotes from the template.