CRM

CWVader
Membre

Multiple company addresses for quote

Résolue

Hi, I am creating quote templates for our local markets and I want the "sender company address" automatic been updated for each country. Can I connect an user to a specific default location or have multiple company addresses they can choose from so they do not have to updat the address every time?

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1 Solution acceptée
kvlschaefer
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Multiple company addresses for quote

Résolue

Hi @CWVader,

 

Thanks for reaching back out and for your patience while I looked into this!  

 

You can add multiple addresses to Custom Quote Templates. You can read more about how to build these templates in this knowledge base article.

 

You can add addresses to customized quote templates via either personalization tokens or by adding an address to a rich text module in the quote template editor.


I also wanted to share this related community thread where @himanshurauthan speaks about how to add this field to a custom quote template.

 

I hope this helps!

 

Best,

Kristen

 

Voir la solution dans l'envoi d'origine

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3 Réponses
CWVader
Membre

Multiple company addresses for quote

Résolue

Hi @kvlschaefer I had not recive an answer on this top can you help out?

0 Votes
kvlschaefer
Solution
Gestionnaire de communauté
Gestionnaire de communauté

Multiple company addresses for quote

Résolue

Hi @CWVader,

 

Thanks for reaching back out and for your patience while I looked into this!  

 

You can add multiple addresses to Custom Quote Templates. You can read more about how to build these templates in this knowledge base article.

 

You can add addresses to customized quote templates via either personalization tokens or by adding an address to a rich text module in the quote template editor.


I also wanted to share this related community thread where @himanshurauthan speaks about how to add this field to a custom quote template.

 

I hope this helps!

 

Best,

Kristen

 

0 Votes
kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

Multiple company addresses for quote

Résolue

Hi @CWVader,

 

Thanks for reaching out to the Community! 

 

I wanted to invite our subject matter experts to this conversation.

Hi @ChrisoKlepke@Bryantworks@himanshurauthan - Do you have any recommendations for @CWVader?

Thank you! 

 

Best,

Kristen