Sample Quote Form: Drawing & Layout only
In this article
Background
Sometimes it is desirable to print only the drawing and layout information (without any pricing details).
Note: Creating a Printable Quote Form requires either Administrator rights or the security role to Edit Settings.
Step-by-step
- Select Quote::Edit Settings... menu
- Select Forms
- Click New Printable Form... button and enter a name. Click OK
- Add Quote info to the Printable Form:
- Click the bottom of the form - Click to add fields to the body of the form
- Select Data Type: 'Quote Info' / Name: 'Quote Address'
- Click Add Field... button, select Data Type: 'Quote Info'
- Click Select... button and check 'Quote Name', 'Created Date', 'Revision Date'
- Click OK
- Click the Quote Address area, select Edit 'Quote Address' menu
- Click Configure... button and uncheck any fields to be removed. Click OK
- Click bottom of form to add a fields to the body of the form
- Select Data Type: 'Drawing'. Click OK
- (optional) Add layout to form:
- Click bottom of form to add a fields to the body of the form
- Select Data Type: 'Layout'. Click OK
- (optional) Click Layout area and select Edit 'CG-Quote Slab Layout'... menu, check Include Slab Images. Click OK
Download and Import this Sample Form
To import this form into your CounterGo environment:
- Download For Shop (Drawing & Layout only)
Tip: remember where the file is downloaded. - Import the downloaded file into CounterGo (see Related Articles below)
Screenshot of Sample