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Additions to quote page
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Can you add # of guests and customer type dropdown list to my quotes page? Its nice to know # of guests planned so we can determine if the customer is under estimating or over estimating qty of items needed. I'd like customer types there because I only require a deposit from residential customers, I don't want other customer types nagged about paying their deposit. Most schools, businesses and non-profits pay me after their events.
The same question
I've added the fields you requested. This page will help you with template variables.
https://www.inflatableoffice.com/include/variables.php
Unfortunately, we do not have deposit rules that depend on customer type, but you can manage these manually and set the required deposit to override the global settings when you see a lead's customer type.
I've added the fields you requested. This page will help you with template variables.
https://www.inflatableoffice.com/include/variables.php
Unfortunately, we do not have deposit rules that depend on customer type, but you can manage these manually and set the required deposit to override the global settings when you see a lead's customer type.
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