Pet Sitter Plus allows you to change certain aspects of the contents of the quote in it's PDF format. Most of the contents are system generated but you can Add Your Logo at the top and you can also customize the Payment Information that appears under the itemized services and prices.

 

How do I Customize the Payment Information on Quotes?​

            ON DESKTOP:

Navigate to Admin > Settings > Invoicing

STEP 1​​​

  • Scroll down to the option for "Quote Narrative".

  • Enter new text or amend the existing text to display a more personalized message to your clients about their quote.

  • Note: certain merge codes can be used here, such as {CLIENT_REFERENCE}. See Template Guide List of Available Merge Codes for more information.

  • When you have completed your changes click "Update".

On the example PDF quote below, you can see how the changes we made above are replicated in the quote that your client receives.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Admin > Settings > Invoicing

STEP 2

  • Scroll down to the text box for "Quote Narrative".

  • Enter new text or edit the existing text to display a more personalized message to your clients about their quote.

  • Note: certain merge codes can be used here, such as {CLIENT_REFERENCE}. See Template Guide List of Available Merge Codes for more information.

  • When you have completed your changes tap "Update".