This is a general summary of services offered in the quotation. You can add a Default Summary that will be used when creating your new Quotes.

To add this through the Management Portal,

  1. Select Settings cog from the top menu bar.
  2. Accounts
  3. Select the Quotes tab.
  4. Scroll down to Quote Summary.
  5. You can specify your settings here.
  6. Select Save when done.