Set Up Form Options for Sales Quotes

ClosedBefore you can perform this task

Turn on the sales quotes feature

You can choose a Sage 50 Form or a pre-printed form to be your default template when you print a sales quote.

To select:

ClosedA standard Sage 50 Form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Sales Quotes.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Description box, select a template.
  5. Click OK.

ClosedA Sage 50 Form you've created or modified

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Sales Quotes.
  3. Under the Printer Form Settings section, click Custom Forms.
  4. In the Description box, select User-defined Sales Quote.
  5. Click Browse.
  6. In the Select Sage 50 Form window, select the file you have saved, and click Open.
  7. Click OK.

ClosedA pre-printed form

  1. In the Home window on the Setup menu, choose Reports and Forms.
  2. On the left side of the window, click Sales Quotes.
  3. Under the Printer Form Settings section, click Pre-printed.
  4. From the list In the Form Type box, select a pre-printed form template.
  5. Click OK.

What do you want to do?

Change the default settings used to print or e-mail sales quotes

Select the default form for e-mailing sales quotes

Create a custom sales quote based on a Sage 50 Form

Print the subtotal on sales quotes

Find the keyboard shortcut to open the form options for sales quotes