How do I Customize Notes to Customers in Estimates App?

Notes to Customers is a prominent option that allows you to add some additional information for your customer when you send an estimate.

You may also provide default notes for your estimates under Settings → Estimates → Notes to Customer and they will appear on all the estimates created. Let’s customize your notes to customers by following the steps given here.

Steps to customize Notes to Customers in Estimates App

• Log in and access Estimates App from the universal navigation menu bar.
• Click on the “More(...)” icon and select “Settings” from the app header bar.

• Select “Notes to Customers” under the “Estimates” dropdown located in the left navigation panel.
• Now, the Notes to Customer page will appear.

• Click on the “Edit” button to change the default template of the notes.

• On changing, click on the “Update” button to complete.
• Now, the changes made will be reflected while creating estimates.

Related Links

• Customizing Quick Links in Estimates
• Customizing Estimates Number Generation
• Conversion in Estimates
• Create Tags