Feature Overview:

This release introduces the ability to generate a Quote Cover Page in the system. Sales teams can now create detailed quotes that include customer information, a structured cover page, and company branding.

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Related Features:

• Quote Generation
• PDF Formatting
• Custom Forms

Features/Benefits:

• Automated Cover Page Generation – Sales teams can now generate quotes with a standardized cover page.
• Customer & Salesperson Details – The cover page automatically includes relevant customer and sales representative information.
• Branding Support – Customer company logos are now integrated into the cover page, enhancing professionalism.
• Dynamic Formatting – The date and quote title are automatically populated based on the selected quote type and expected date.

How It Works:

1. Users create a quote and select "Include in Quote" to enable the Cover Page.
2. The system automatically formats the PDF, adding customer and sales details.
3. The generated quote includes:
   • A cover page with the company logo, quote title, and date.
   • A structured table with relevant line items.
4. The final PDF is available for review and download.