Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.

Ash avatar
Written by Ash
Updated over a week ago

Custom fields allow you add important information into your quotes and invoices. 

When creating quotes or invoices, the 'Project details' section allows you to add information relevant to your business. For example, you might want to add an expected delivery date, or internal notes.

The types of custom fields you can add are:

  • Text - is a free text field

  • Multi line text - is a free multi line text field

  • Date - is a date calendar selector field

  • List of choice - is a single choice from a list field

  • Image - is an image dropzone

  • File - is a file dropzone

These custom fields can be added to your invoices, Returns, Quotes, Orders, Organizations, Persons and Suppliers.

Follow the step by step guide, or watch the video to find out how. 

To create a custom field, start in the Sales Tools section. 

Now, select Custom fields and then Add custom field

Now you're ready to create your custom field. Start by giving it a name, then select field type, depending on what type of information you're looking to add. Also, selecting the visibility option for this field from the Available from section.

Finally, click Save custom field. In this example, we used Multi line text to give us room to add internal notes on quotes

Now, when creating a quote or invoice, you'll notice the new custom field is available

Custom fields can be used for a number of things. Another example might be 'expected delivery date' or 'estimated head count'.

You can also add custom fields to your document template as forms for you or your customers to fill out. Learn more here!

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