Each user of CaterQuotes has the ability to add a Greeting and Footnote to their project. Greetings and footnotes appear at the top and bottom of reports that support the feature. Below are the steps required to add a Greeting or Footnote.
1. Open your Project.
2. Select the Notes tab in the Navigation Bar.
3. Enter your Greeting or Footnote in the appropriate box.
Shown below are greetings and footnotes as they appear on a quote report.