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Disabling rental contract when sending a quote

Cathleen C
Jan 23, 2019 1:53 PM
Joined Aug, 2018 23 posts

Hi; When I send a quote, a rental contract is automatically attached. How do I disable sending the rental contract together with the quote? I will send the rental contract at a later date as it needs to be revised. Thanks.

Cathleen C
Jan 23, 2019 2:01 PM
Joined Aug, 2018 23 posts

Disregard. I figured it out. How could I have deleted this topic?

Paul W
Jan 24, 2019 1:43 PM
OR Team Member Joined Jun, 2009 800 posts

Hi Cathleen,

Thanks for reporting back. For anyone else that is wondering, you can adjust that on the quote rules. Look for the rules tab.

PS. I don't believe a non-admin user can delete forum topics. I'll leave this topic up with that answer so others can see it.