The content of the quote is drawn from the event information, the selected items and the layout from the template. In the event segment itself, insert custom remarks lines between the items to structure the quote.
Select the item in the segment and Add a Remarks line (F5) below.
Enter an informative Name for the remark and add any informationin the Remarks column.
For better readability and easier formatting, select the Name or Comment column and enlarge it by pressing F6. Note: Avoid long texts and insert breaks in suitable places. Mind the ruler at the bottom of the input window. We recommend inserting a break after a text length of between 30 and 35 ruler units for standard templates.
Add a Subtotal manually where needed and change the label to match. Read more on Subtotals
Add > Separator text between item groups. Note: Separator texts are shown formatted in the quote and are not deleted when the event segments are condensed.
Save your input by clicking on the icon in the top left-hand corner of the input window.
Go to New in the toolbar and select Mail and the name of the organiser, then Quote and a Template. Depending on operational requirements, the folder structure may vary and different templates will be available.
Alternatively, click on Info Center in the side navigation and select New > Mail, then assign a Template.
The text tab of the mail will open with the selected template and the data from the linked segment.
Print the quote by clicking on the icon in the toolbar.