The quote option in 2020 Design is extremely limited. I don’t know if it has changed in V11 but 2020 Design used to use an embedded Crystal Reports format but they would not give you information on how to modify the reports.
I found it a lot easier to export to CSV and use a customised Excel spreadsheet to create a quote.
We’ve now skipped this altogether and use the Application Integration feature to import directly into our customised quotation and job management software. This might also be an option for you. There are plenty of cheap programmers around.
Share this Post