The project quote is for our customer and there is no area in Project Quotes to add a detailed description for our scope of work. We are using notes but it is such a small section it is hard to use and then can only have data in it for the project quote.
Answer
Project Quote: Is there a work around to add a Qualification/Scope of Work Section?
Best answer by Lhouldsworth
+3
+10If you want to keep this electronic, this workaround might work but if you want it embedded with your PMQuote and Printouts you possibly will need customizations.
I believe for Scope, Inclusion, and Exclusion, … you will need to embed them with your quote when you send a PDF or printout and I am afraid the above workaround won’t work if this is the case.
Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.