Self-Service Quote Settings

You asked, we listened! Many features that previously had to be enabled by our support team can now be turned on or off directly in your own tenant, giving you more control over your quoting and billing processes.

✨ More Control & Flexibility

Allow Changing Quote Offering Start and End Date: Need to tweak the timing of a quote? Edit the start and end dates during configuration for maximum flexibility.
Enable Early Renewal: Your customers can now renew their contracts ahead of schedule, making upgrades and renewals smoother than ever.
Disable Price Model Updates on Quote: Lock in your pricing models during the quoting process to prevent accidental changes and ensure consistency.

⚙️ Streamlined Workflows

Enable Bulk Addition of Quote Offerings: Save time by adding multiple offerings to a quote at once. No more one-by-one!
Allow Administrator to Retain Approvals: When a quote is sent back to edit mode, administrators can retain existing approvals instead of restarting the approval process.
Quote Share: Share quotes directly with your customers so they can confirm billing details and add payment methods themselves.

✍️ Enhanced Quoting & Communication

Enable Quote Item Notes: Add specific notes to individual items on a quote for better clarity and communication.
Enable Quote Offering Price Tier Visibility Customization: Decide which price tiers your customers see on their documents.
Show Comma Formatted Quantity: Large numbers are easier to read with comma separators for quote quantities.

🛠️ How to enable

Go to your Quote Settings.
Click the Additional Settings menu to expand the full list of options.