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How to update the Quote Letter Content

How to update the Quote Letter Content

Owned by Oz Akman
Jan 13, 2025
2 min read

  1. Quote Letter looks like on Page 1. To update the text on the introduction page follow these steps.

    image-20250113-221038.png

     

  2. When in the groups Summary page, Documents → Quote Letter Setup

    1.  

      image-20250113-220842.png

       

  3. Click on QUOTE-INTRO → Use Default → Select Update Tab and enter or update the text as needed and Save.

     

  4. After the save, you will see that the intro section is updated as follows.

    1.  

       

  5. to update other parts follow the same steps for the following sections.

    1. Group Concession = Quote-Agree

      1.  

         

    2. Terms & Conditions = Quote-Terms

      1.