This article provides an overview of customizing default notes in a quote appearance template.

In this article:

• Accessing Quote Template
• Customizing Default Notes
  • Shortcode Support
  • Language-Specific Default Notes

Accessing Quote Template

Terms of services are set up specifically per appearance template and can be configured through a quote appearance template page. Follow these steps to access the template:

1. Click the Setup menu on the sidebar.
2. Click the Prices & Finance section.
3. In the quoting group, click Quote Appearance.
   
4. Select the quote templates that you want to modify.
   

Customizing Default Notes

1. In the quote template, find the Default Notes section.
2. Check the Use Default Notes checkbox to enable default notes.
3. If needed, check the Use Small Font checkbox. This option allows notes to be printed in small font on the invoice printout.
4. Fill in the text area to configure the default notes content.
   

Shortcode Support

You can use shortcode keys to make the notes dynamic. The following shortcodes can be used.

Language-Specific Default Notes

If the system supports multiple language default notes, it can be customized to be language-specific per template. In this case, a separate notes field will be presented like the following image.