Prompts work within Sections. Prompts allow you to customize documents before you send them out to the customer.
There are three types of Prompts:
- System Prompts
- User Prompts
- Customer Prompts
System Prompts
These fields mainly come from within Autotask, or from the document that you are using.
User Prompts
User Prompts are information you require from your users to insert into this document to complete it before they send it to a customer.
Customer Prompts
This is information you may require from your customer to be filled in once they receive the document.