Pre-Populated field in Quote Entry

[epinoob (Joe Kunsch)]

We are trying to put in a pre-populated text in all of our quotes moving forward. I thought all it needed was just to add the text in the customization tools dialog. Is this not the right method?

[dcamlin (David Camlin)]

I’ve never played around with that specifically. but you could probably create a directive for any added quote to update the Quote Comment.

Alternatively, again, haven’t experimented with it… but Company Config offers two lines of standard text that appears on quotes.