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Categories CRM App
Created by Guest
Created on May 19, 2023

Add default delivery note to company address

Add a delivery note to the company address field that automatically populates the delivery note field on the quote, which could then be overwritten if needed.

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    • Guest
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      Aug 6, 2024

      This would be very useful for us - currently this is a manual process with every order - making it very time consuming and open to human error.


      Most of our delivery notes are the same for each time the customers orders (i.e. Please deliver after 10am or Loading bay entrance at back of building, etc) so having to re-enter this every time the customer orders doesn't make sense.

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