Set Up Form Options for Sales Quotes

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:

What do you want to do?

Change the default settings used to print or email sales quotes

Select the default form for emailing 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