Quotes - Notes on Quotes

Quotes - Notes on Quotes

Notes can be added to a Quote in Agility Pro. The notes can be set to either show on a quote for all to see, or just be a note linked to the quote for internal use.

To add a note to a quote, when creating a quote - click on the Note button :


Then type the note you want, and if it is to print on the quote - tick the Print on Quotation box (this is unticked by default). Then click Save and Close:


The note will then appear on the quotation:


Then, if you wish to add an internal note that doesn't print on the quote. Do the same as above, but make sure that the Print on Quotation tick box is unticked:


Then, only the first note will print on the quote:


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