Editable Quote and Confirmation Documents

Overview

As part of the booking process with your customers, you may find yourself sending Quotes or Confirmation emails. Supermove can provide you with a standard version of these forms, which may look something like this:

However, you also have the ability to edit, modify, or create your own. 

Updating/Editing Quote and Confirmation Documents

To edit a pre-existing Quote or Confirmation document, please navigate to the following:

1. Click Settings
2. Click View/Edit Document Library
3. Navigate to either Quote or Confirmation Letter
4. You can then click the three vertical dots to proceed with editing or updating the content or your Quote or Confirmation Letter

Creating a new Quote or Confirmation Document

To create a completely new Quote or Confirmation document, please navigate to the following:

1. Click Settings
2. Click View/Edit Document Library
3. Click + Create Template
4. Proceed with creating your document and publishing it
5. Once your document is published, click the three vertical dots and select your form to be a Default confirmation document or a Default quote document as seen here