Creating a condensed quote using a custom layout is a quick and efficient way to provide a shorter proposal to send to your clients. Follow the step-by-step instructions below or scroll down to watch the short video.
Creating a condensed quote with a custom layout
1. Identify Unnecessary Sections
Determine which sections you can omit from your proposal to keep it brief and to the point.
2. Customize the Layout
Turn off sections you don't need, like answers, specifications, or extra pages.
Include essential information like tax details and item totals.
3. Remove Page Breaks
Find and delete page breaks separating sections onto separate pages. This step eliminates unnecessary spacing. Here's how:
a) Navigate to the section with the page break you want to remove.
b) Go to Advanced Editing or a similar option in your document editing software.
c) Locate the page break at the top of the section.
d) Replace the page break HTML with the following:
<div style="page-break-inside:avoid; page-break-after:auto;">
e) Alternatively, you can delete the page break completely as shown in the video (below).
5. Review and Finalize
Review your condensed quote to ensure it looks professional (spelling and grammar check) and that it contains all necessary information.
6. Save as a Custom Layout (Optional)
If you think you'll use this condensed format regularly, save it as a custom layout for future use.
As always, please get in touch with our Customer Support team if you have any questions.