If Quikflw doesn't have all the fields (i.e. text boxes) you need, you can add your own.
Once you have added them to the screens, you need to add them to the PDF templates, if you want them to be pulled through onto your quotes, invoices etc.
Currently, they are only for adding and editing text. Dropdowns, dates, etc., will be added later in 2019.
If you want the same field in all the tools, which is copied across when you create a job or invoice etc. from a quote or delivery note, etc. make sure it is set up in each of the tools settings separately with an identical name.
Adding a Field
In this example, we are adding the field to quotations, but it works in exactly the same way for the other tools. So where this example lists 'Quotation Settings' and you are working with Purchase Orders, read 'Purchase Order Settings'.
To add a field select
- The Cog at the top right
- Quotation Settings
- Custom Quotation Fields
Click '+New Custom Field'
The tag name is used if you want to add it a PDF and should not have any spaces between words.
Once you have added the field it will appear on the quotation edit screen.
To see it on the list screen, you will need to:
- Click the Cog at the top right
- Select Quotation Settings
- Select Show Hide Search Columns
- Make sure it set to 'Show'
Adding to the PDF
Use the exact tag name e.g.
or for ProjectName