Don\u2019t wait until the last minute to guess what needs editing. When you first set up your quote template:<\/p>\n\n\n\n
Pro tip:<\/p>\n\n\n\n
- \n
- Highlight<\/a> the parts that change with each client\u2014like names, dates, scope, pricing.<\/li>\n\n\n\n
- Use a color you can\u2019t ignore (bright yellow or green does the job).<\/li>\n\n\n\n
- This way, future-you (or your team) won’t miss a thing.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
<\/span>Step 2: Edit directly on the PDF<\/strong><\/span><\/h2>\n\n\n\n
When you’re ready to prep the quote:<\/p>\n\n\n\n
- \n
- Use Edit Text<\/a> to update the info that\u2019s already there.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
- \n
- Need to add something new (like a note or custom scope)? Drop in a Text Box <\/a>wherever you need it.<\/li>\n<\/ul>\n\n\n\n
<\/figure>\n\n\n\n
No more jumping between Word and PDF. No broken formatting. Just clean edits that stay where they belong.<\/p>\n\n\n\n
- Need to add something new (like a note or custom scope)? Drop in a Text Box <\/a>wherever you need it.<\/li>\n<\/ul>\n\n\n\n