Set up your quotation template information fast and easy, choose the one that fits you better!
The OptiOffer team makes sure that all the quotations important information is easily displayed and accessible to the right user!
Depending on the role that the user has in the company (this can be checked in the Company folder in OptiOffer app). The user can make changes to it's personal details or the company details and/or modify all the data displayed in the introduction/ending page.
Custom settings for your quote template can be found in the main application panel.
Note that all images below are examples and information/pictures and quote guidelines may vary depending on the template used, also custom templates can be added at any time.
You can change: