What are Custom Fields Used For?

When you create a new sales quote, QuoteCloud will ask you about who the recipient is and what the sales quote is about.

However, there may be additional information you would like a Sales Consultant to provide when creating a new sales quote; you can define your own Custom Field(s) to meet this need.

Custom fields are used in the Sales Quote Dashboard to filter sales quote data; for example, if you created a custom field for "Industry Type", you could then filter your sales quotes for that industry type in the Sales Quote Dashboard.

Custom fields can also be added as Data items; in your proposal content (using the text editor), see section Inserting Data Items into Text Blocks for more information.

Related User Guide Topics

Adding Custom Fields to your Price Tables
9 Mar 2020
Custom fields are additional data items that you can add to your QuoteCloud set-up. These can be inserted into your price table setup, this user guide explains how this task is completed.
What Are Custom Fields Used For?
29 Oct 2019
There maybe additional information you would like a Sales Conultant to provide when creating new sales quote, you can define your own Custom Field(s), to meet this need.
How Do I Create Custom Fields?
29 Oct 2019
There are two types of custom fields that can be created, theses are: Sales Quote Custom Fields - and Product Custom Fields

Getting Started

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