Editing Quote fields

Hello, I am trying to simplify a bit the quote template - i.e. removing some redundant fields - any guidance how / where I can do this in OR?  

Hi Nikolay,

I assume you're referring to the general "Send quote to guest" template, found under system messages here - https://app.ownerrez.com/systemmessages

If you select the actions drop down for that row, you can choose to either alter the base message, or change to an existing template you've created.

I'd recommend reviewing the rest of the system messages as there are a couple of messages related to quotes within them.

Additionally we have an article here on system messages that may be helpful for you: https://www.ownerrez.com/support/articles/system-messages-overview 

~Caleb

Hi Caleb,

Thank you for the response! I am actually talking about not the message but the Quote form itself, in particular the page where we ask guests to provide their personal information, e.g., all kinds of phone numbers - I am looking for a way to edit this form itself not the message(s) referring to the form

Best,

Nikolay

Hi Nikolay,

Ahh, I don't have a payment processor set up on my test account, but you're referring to the form that looks similar to this one correct? Just instead of payment details has fields for guests to input their contact/personal info.

You can add required fields to the form in question, but the existing information is not modifiable at this point in time. Here we have an article that details how to add and capture additional information on that form, https://www.ownerrez.com/support/articles/capture-additional-fields-on-checkout-quote-acceptance

If that still doesn't satisfy what you're looking for, you should check if it's been suggested already! Use the link below to search our Feature Request forum. If it's not there you can write this up as a suggestion so other clients can vote up your ideas for new and improved features in OwnerRez: https://www.ownerrez.com/forums/requests

yep, that's what I meant. and I have found the article how to add fields but never found a guide how to remove them - it is a bit strange to me that it is not editable given overall OR DYI philosophy:)

ok, will suggest this as a potential add-on

Thank you for the help!