Introduction Templates

Editing Your Introduction Page:

  1. Open any quote on your Projects page. Ensure there is a quote present within the report.
  2. Click Open for Editing.
  3. Click on the Introduction page on the left.
  4. Begin typing and creating your own custom introduction.
  5. Use Insert token to automatically add certain information.
  6. Once you are happy with your introduction, click Save and name your template.
  7. You can make this template visible to just you (My Templates) or to your entire team (Shared Templates).