Tips, Tricks & Best Practices

CWVader
Member

Manual fill in box quotes

Hi, we have created standerd quotes but want to add a fill in box for our agents to manually fill in their own text for a certain specific product, since it can be different in most of the time. Can I "insert" or "personalize" that piece of text in a way so that there is room to add text on that specific place when they use this quote template?

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3 Replies 3
CWVader
Member

Manual fill in box quotes

@MiaSrebrnjak I have not receive any information. CAn you please help out here?

@HubDoPete@Alex_Elborn@Katherinegavin1

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MiaSrebrnjak
Community Manager
Community Manager

Manual fill in box quotes

Hi @CWVader,

 

Thank you for reaching out to the Community!

I wanted to tag a couple of subject matter experts to see if they have any advice: 

Hi @HubDoPete@Alex_Elborn@Katherinegavin1, do you have any tips for @CWVader? Thank you!

 

Cheers
Mia, Community Team     


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CWVader
Member

Manual fill in box quotes

Hi, I hope you can help out on this. Can you tell me when I can expect this?

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