How to Remove "Notes to customer" Section in the Estimate Pdf Template?

February 3, 2017 03:36am by Apptivo FAQ

Posted In: Estimates

Answered on February 6, 2017 01:52am by Kamalapriyadharshini

You can add/remove the attributes by Print/Web Layouts.

For instance: If the sales manager wouldn't like to send Pdf to the customer with "Notes to Customer" section, will allow to remove it by customization.

  • Access “More”image result for more icon icon from app header bar and choose “Settingsimage result for settings.
  • From the Left navigation panel, Click Customize App -> Print/Web Layouts.
  • Select an existing template or a create a new template. The sales manager want to select the small scale industries (existing template) to view the template edit page.
  • As per your utilities, add/remove the fields. Here, the sales manager going to remove the "Notes to Customer" Section.
  • So select the "Notes to Customer" section and Click the “Remove icon"image result for remove icon (which is used to remove the attribute).
  • Once clicked the remove icon, that section will be removed in the pdf on “Save” button to save the changes.
  • When the sales manager sends the pdf template to the recipient, Notes to Customer section has been removed. It will be disappeared until that field adds into the template.
  • Now, the sales manager pick on “Preview” button to check whether that template is updated or not. The changes will be updated in that template.

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