I want to add in the Buyer’s Address (already in the Contact record) into the Quote. Doesn’t appear to be an option. Only de…

Hi @GardenRooms ! The default Buyer Information in a quote for a contact is the name and email, and for companies is the name…

Hi @Jenny26 thank you for the screenshot. I dove straight into this one on my side and found the following: We cannot add …

Hi @Jenny26 hope you are doing well! Using the regular quote templates, it is not going to be possible. You might want to tr…

Thank you for your reply! Unfortunately, unless I’m just not seeing it, the option to add the buyer contact address is not t…

Thank you so much! I was wondering if it could be done at the code level but didn’t ask. I appreciate it!

The best way I’ve found to do this is to make a snippet with personalization tokens for the contact address. Then you can jus…

Hi @GardenRooms , Unfortunately, it’s not currently possible with customization. I hired a developer to create a custom quot…

Hi GardenRooms, I’ve found a great solution! You can edit the quote template and find a template where the comments section …

Can I display the buyer address in a Quote?

Smart CRM & Sales Hub CRM

Jenny26 September 30, 2022, 4:37pm 3

In many instances for us, the company address is different than the contact’s address. We would like contact’s address in the quote instead of the company address. Is that possible?

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Can I display the buyer address in a Quote?

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