How do I customise which options are included in quote requests?
You can change which fields are included in the quote widget on your website and when you add a quote manually.
Go to
More>Customers>Quote options.By default, all of the fields listed here are displayed when submitting a quote request. To hide any of the fields (
Attachments,Availability,Bedrooms,Consent,Frequency,Note), select the corresponding checkbox.
If the Attachments field is enabled, customers will be able to upload files with their quote request.
For example, domestic customers can attach pictures of their property, and commercial customers can attach requirement documents.
You can also edit, delete, or add more options to the
Frequency choiceshere.Click
Saveto apply your changes.
If you are using the Javascript or Wordpress plugin, additional customisation options are available.
