Many salespeople wish to include opening and closing documents as part of a quotation. These pages are easily defined in QwikQuote. There is one cover page and 11 ending pages that can be attached to a layout. These pages can include any of the page elements described above.
The cover page is often used as a letter to describe the quote to the client. The body can be a standard paragraph created by adding a text element to the layout, or it can be a field that is linked to a notes user-defined field which contains personalized text.
Ending pages can be used for a variety of purposes. In addition to providing more information to the client, ending pages can be used to create internal reports. Summary sheets which includes cost and commission information can be printed and filed from each quote.
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