Customize Quotes and Profit Tracking

[cgtinc]

Hello-

Is there a way to add our logo to quotes that we create in CommitCRM? Or is there a separate module or add on that will allow us to do this?

Also, is there a way to see the profit on a quote while building it rather than running a charges report?

[Support Team]

Sure, you can include your logo. Please visit Tools > Options > Reports tab and select your preferences (you can upload the logo file there). Currently profits are only displayed on the report you listed.

[lpopejoy]

...Use Quotewerks and the CommitCRM integration. Does all that you want and more. The integration is sorely lacking... But better than nothing.