Pre-Populated field in Quote Entry

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?

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.

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