Use quotation free fields

Add and use custom quotation fields for extra data.

Quotation free fields store extra information that standard fields do not cover.

Use them when your quotation process needs account-specific data.

Common uses

• internal references
• project-specific values
• extra customer or job details

1

Open the quotation scheme

Open the quotation scheme you want to use.

2

Select the free fields

Use the scheme settings to choose which free fields should be shown.

3

Save the scheme

Save the scheme after you update the visible fields.

4

Open the quotation

Create a new quotation or open an existing one that uses the scheme.

5

Fill the free fields

Enter the values you want to store with the quotation.

Good setup advice

• use clear field labels
• keep the number of extra fields limited
• add only fields that help sales or follow-up

Frequently asked questions

Do free fields appear on the quotation PDF?

That depends on your layout and setup.

Can different schemes show different free fields?

Yes.

You control the visible fields in the quotation scheme.

Should every extra detail be a free field?

No.

Use free fields only when the standard quotation fields are not enough.

Related topics

• Features in Quotations
• Quotations
• Automations for Invoices, Quotations, and Contracts