Create, Edit And Manage Quotation Forms

Steps

1. Click on the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
2. Now, click on ‘Books Setting’ from the left menu
3. Then click on ‘Quotation’ from the middle section and Now, click ‘Forms’ from the left menu
4. To configure and make changes, drag and drop any relevant field from the right panel, fill in the details in that field, and then click ‘Update’
5. You may also delete existing fields, except the mandatory fields, by clicking on the field and using the delete icon at the top right, and then clicking ‘Update’.

Once you have updated the form, click on ‘Save’ from the top right corner, and this form will become active.