Quote - Appearance Templates - Promo Details
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This article provides an overview of the promo details that appear on the quote printout.
In this article:
Overview
A quote can be printed out, and its printout can be configured to include information on promo details. This article explains how to include promo details in the printout and how it is being printed out.
Accessing Quote Template
Printed-out promo details and information are set up specifically per appearance template and can be configured through a quote appearance template page. Follow these steps to access the template:
- Click the Setup menu on the sidebar.
- Click the Prices & Finance section.
- In the quoting group, click Quote Appearance.
- Select the quote templates that you want to modify.
Activating Promo Details
- In the quote template, find a section called Printing Options.
- Check the Show Promo Details checkbox.
Promo Details Print Appearance
The following image is an example of a quote printout with promo details information enabled. This is only visible if a promo code is entered on a quote.
Data Points Presented
The following is a list of data points that are presented when printing out a quote with promo details.
No | Data Point | Condition |
1 | Campaign | Visible when a promo code is entered. |
2 | Promo Code | Visible when a promo code is entered. |
3 | Promo Discount | Visible when a promo code is entered. |
4 | Promo Description | Currently not visible. |
5 | Promo Start Time | Currently not visible. |
6 | Promo End Time | Currently not visible. |