To set documents - Quotes:

  1. On the Setup ribbon, select Setup → Documents setup, if the Documents setup screen is not already displayed.
  2. Click on the Quotes tab, if it is not already displayed.
  3. Enter or select the following options:
    1. Next quote no. - It is recommended that the Quote number be prefixed (e.g. QU000001) to identify the document type. 
    2. Layout file - If you have a customised layout file, you may select the layout file.

The Layout files set in the Documents setup, is a global setting. If you need to set a different layout file for a specific debtor (customer / client), you may select it on the Delivery address tab - Debtors (Default ribbon).

You may also change the layout file when printing documents.
    1. Layout file 2 - This field is optional. If a layout file is selected, the document will print twice using this layout file. If you have a customised layout file, you may select the layout file. Otherwise, you may select one of the layout files listed above.
    2. Quote heading - This field is not used on the document layout files, but it is recommended that Quote should be displayed or entered.
    3. Quote message - Enter a global message to be printed on all Quotes.
  1. Click on the other tabs, if necessary. Once finished, click on the OK button to save your changes.