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  4. Products, Price Books, & Quote...
  • Can I create a Quote on the Insightly mobile app?
  • Do Quote quantity fields support fractional quantities?
  • Can I set up an approvals process for quotes with steep discounts?
  • How is taxation calculated in Quotes?
  • Can I add digital signatures to my Quotes?
  • Can I add my company logo to a Quote template?
  • How do I import Products and their prices?
  • Where can I find Products and Price Books that I've marked as inactive?
  • How do I delete or archive Products and Price Books?
  • What is Quote sync?
  • How do I clone a Price Book?
  • Can I add my company logo to my Quotes?
  • Which version of the Insightly API support Products, Price Books, and Quotes?
  • Can I use multiple currencies in a Price Book?
  • Can I create a report for Products, Price Books, or Quotes?
  • How is the Opportunity Value calculated on Opportunities with Products?
  • What is the Standard Price Book used for?

Can I add my company logo to my Quotes?

Question

Can I add my company logo to my Quotes?

Answer

Yes. Create your own Quote template using a word document program and add your logo. Then, upload it to Insightly and assign the template to be used when you create Quotes. 

To learn more about creating your own document templates, read How to format and upload a document template.

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