Pages/Templates

In Pages/ Templates you can edit documents and pages that your customer interacts with such as the Quote Request Page, and the Wrapper which surrounds pages like the Quote Request page and the Contract. These can be personalized to help carry your brand and can also to help your customer navigate these pages when filling out a quote.

You can edit the payment options and messages for the contract here but to edit the actual contract you'll need to go to Contract Templates. Here is more information on the Contract Template.

Is article helpful?