Pages/Templates

Here you can edit documents and pages that your customer interacts with such as the Quote Request Page, and the Wrapper which surrounds pages like the Quote Request page and the Contract Page. These can be personalized to help carry your brand and can also to help your customer navigate these pages when filling out a quote. If you need any help with these pages, please contact support. 

You can edit the payment options and messages for the contract here but to edit your actual contract details, you'll need to go to Contract Templates. 


Template Variables

The variables, such as *homephone* will be replaced with the actual event data when the contract is generated. Click Template Variables at the top-right of the page to see a list of all the possible ones to use.

Is this article helpful?
0 0 1