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Thread: Pastel - Quote form designer

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    Question Pastel - Quote form designer

    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

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    Gold Member Martinco's Avatar
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    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.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

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    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

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    Gold Member Martinco's Avatar
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    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.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

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    elaine25 (28-Jul-11)

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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by Martinco View Post
    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.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Gold Member Martinco's Avatar
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    Thanks Neville,

    My brain is in slowmo at the moment.

    Just as well you are watching over us !
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

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

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