To ensure your quotes display the correct intended title, you need to manage the "Quotation For" list in SprintSuite. Follow these steps to add, edit, or deactivate entries.
Adding a New "Quotation For" Entry
-
Login to your SprintSuite portal.
-
Navigate to Settings and select the Quotation For List.
-
Click on Create Quotation For.
-
Enter the name or details of the quotation.
-
Click Create Quotation For to save.
The new entry is now available for selection in your quotes and will appear on the quote PDF.
Editing an Existing "Quotation For" Entry
-
Navigate to the Quotation For List in Settings.
-
Locate the entry you wish to edit.
-
Click the pencil icon to modify the details.
-
Click Create Quotation For again to save the changes.
Deactivating a "Quotation For" Entry
-
Navigate to the Quotation For List in Settings.
-
Locate the entry you wish to deactivate.
-
Click on the three dots next to the entry.
-
Select the Deactivate option.
By following these steps, you can efficiently manage your "Quotation For" list and ensure accurate details on your quotes.