In Estimates app you can add/remove the attributes by Print/WebLayouts.
If the sales manager wouldn't like to send PDF to the customer with "Notes to Customer" section, he can remove it by customization.
The following steps will help you understand better.
- Access “More”
icon from app header bar and choose “Settings”
. - From the Left navigation panel, Click Customize App -> Print/Web Layouts.
- Select an existing template or a create a new template. The sales manager want to select the small scale industries (existing template) to view the template edit page.
- As per your utilities, add/remove the fields. Here, the sales manager going to remove the "Notes to Customer" Section.
- So select the "Notes to Customer" section and Click the “Remove icon"
(which is used to remove the attribute).
- Once clicked the remove icon, that section will be removed in the pdf template.click on “Save” button to save the changes.
- When the sales manager sends the pdf template to the recipient, Notes to Customer section has been removed. It will be disappeared until that field adds into the template.
- Now, the sales manager pick on “Preview” button to check whether that template is updated or not. The changes will be updated in that template.
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