How to create a quotation layout

Introduction

The Quotation layouts determine how the quotation will look like when it is generated as a PDF. Effectively it is what the customer will see when they receive the quotation.

Step-by-Step Guide

1. Log into the OutSmart BackOffice account
2. Click on the Quotes option in the side menu
3. Click on the three cogwheels icon in the top right corner
4. This will open the Quotes layout and schemes overview
5. Click on add in the Layout section
6. Give the layout a name (advise to give it a name that will be recognizable)
7. Determine if attachments need to be added to the PDF and if the work order PDF also needs to be added to the quotation PDF