Hi GardenRooms,
I’ve found a great solution! You can edit the quote template and find a template where the comments section is at the top. I believe I used the “modern” template. You can then customize what appears on every quote and add the customer information including name, email, and address. See attached screenshot. Then you just make sure the “buyer contacts” section is hidden since you’ve already included that information in the comments section. Now every time you use that template the customer information will automatically be pulled and put at the top of the comments section.
