[Question] Pastel - Quote form designer

[elaine25]

Hello All

I am very new to Pastel and would like to know how I can change the quoting layout.
I went into Form designer - but I was not able to find the file name for quotes.

I need to just add a logo and quite a few terms and conditions at the end of the document.

Can anyone help me?

Tks
Elaine

[Martinco]

Hi Elaine,

In your company folder, open csdocsp.eng and do the changes that you need. Then save the file as: cquotsp.enz in the COMPANY folder.
Remember this file only affects the printed form and not the screen that you see when doing a quote.
Good luck.

[elaine25]

Hello Martinco

Okay - then Pastel will know to use this format for the quote automatically and not change anything on the invoice?
Do I still need to save as a pdf in order to email it?
Thanks
Elaine

[Martinco]

Yes your invoices etc. will remain as per the csdocsp.eng or if you have modified it then csdocsp.enz. Also yes, if you want to email then cquotsp.pdf

Hope this helps.

[Neville Bailey]

Yes your invoices etc. will remain as per the csdocsp.eng or if you have modified it then csdocsp.enz. Also yes, if you want to email then cquotsp.pdf

Just a correction, if you don't mind Martin!

The file name for email purposes needs to be cquotpdfsp.enz - simply make a copy of cquotsp.enz and rename it. Pastel will then use the correct file, depending on whether you are printing or emailing the quote.

[Martinco]

Thanks Neville,

My brain is in slowmo at the moment.

Just as well you are watching over us !

[elaine25]

Yeah - I figured the correct pdf file name from the help section.
Thanks guys....