Quote Settings & Templates

Two settings pages control how quoting works for your whole tenant:

Page	What it controls	Where
Quote Settings	Defaults and rules for creating, approving, processing and renewing quotes	Settings → Quoting → Quote Settings
Quote Templates	Which template quotes use, which sections appear on the quote document, and which roles can change them	Settings → Quoting → Quote Templates

I want to…	Go to
Understand what these settings affect	How quote settings work
Set contract length, PO/VAT numbers or address source	General
Choose which net terms reps can use	Net Terms
Show reps a note before they submit for approval	Approval
Decide whether accepted quotes process automatically	Quote Processing
Set the default renewal behaviour	Renewal Action
Control price changes and custom rates	Rate and Price Settings
Decide which roles can create, accept or process quotes	Additional Settings
Choose what appears on the quote document, and who can change it	Quote Templates

How quote settings work

Explanation

Most settings are defaults for new quotes. Changing them doesn't change quotes that already exist.
Some settings decide what reps are allowed to do, for example which roles can create, accept or process quotes, or whether reps can change prices. These apply straight away.
Quote Templates set the starting point for each quote's document. Reps can change a section on a quote only if their role is allowed to.

Save each section separately: sections with a Save button need it clicked before you move on.

Quote Settings

How-to and reference. Requires Tenant Admin or Sales Admin. Settings Read Only users can open the page.

General

Setting	What it does
Length	How reps enter contract length: Any number of months (e.g. 15 months) or Whole years only (1 year, 2 years…).
Address Sources	Where new quotes take their billing and shipping addresses from: Source from Contacts, or Source from Account Addresses (needs a connected CRM; account addresses are defined in CRM settings).
Allow Purchase Order (PO) Number	Lets users add a PO number to quotes. Also needed for the PO field on Quote Share.
Allow VAT Number	Lets users add a VAT number to quotes. Also needed for the VAT field on Quote Share.
Allow Adjusting ESign Toggle During Quote Review	Lets users switch eSign on or off on a quote without going back to edit mode.
Override Prices Display on Quotes	Shows every product's price on quote PDFs per a fixed number of months, for example 12 to show annual prices. Doesn't affect invoicing.

Quote Document Types

Create your own document types, such as Order Form or Statement of Work, and click + Add Document Type to add more.

Quote Documents

Upload documents, such as your Master Service Agreement, that can be added to quotes. For each document, choose:

whether it appears before or after the quote, and
whether it's added to new quotes automatically.

Documents can also be managed per legal entity.

Quote eSign Settings

Requires an eSign integration.

Setting	What it does
Default Signing Contacts	Your company's signers (name, job title, email) that reps can choose when sending quotes for signature.
Default Signing Order	For new quotes: Send to customer first, Send to internal signer first, Send to customer and internal signer at the same time, or Only require signature from customer.

See eSign for how signing works.

Net Terms

Choose which net terms reps can pick on quotes and in billing, and which one new quotes start with.

Switch on each net term you want to offer (Net 0 to Net 180).
Click the star next to one of them to make it the default. The section header shows the current default.
Click Save.

Approval

Setting	What it does
Which Roles Can Retain Approvals When Moving Quote to Edit Mode	These roles can move an approved quote back to edit without losing its approvals. Default: Tenant Admin, Sales Admin and Billing Admin.
Approval Notes	A message (up to 500 characters) shown to reps before a quote goes to the review screen. Use it for a checklist, for example "confirm the term length". Switch it on, write it and click Save.

Quote Processing

Quote Processing Behavior: switch on Quotes automatically move from Accepted to Processed to process quotes as soon as they're accepted. Switch it off to stop quotes at Accepted, so someone processes them later.

Start Date: only available when quotes stop at Accepted. Choose how a new quote's contract start date is set:

Option	Contract starts…
Editable until Drafted	on the start date entered while the quote is being drafted
Set by Signature Date	when the quote is signed
Editable after Signature	when the quote is processed, which can be after signing

Switch on Allow this setting to be editable on Quotes to let reps change the start behaviour on individual quotes. Moving the start date later shifts the whole contract and its billing schedule.

If you switch automatic processing back on, the start date resets to Editable until Drafted. Quotes that are already Accepted and use a later start date may need attention.

Renewal Action

Defaults for how contracts from new quotes end.

Setting	What it does
Auto Renew Contract	On: new quotes default to auto-renewing contracts. Off: no auto-renewal.
Renewal Configuration	Length of the renewal: Same as Contract Length, or Custom Length in Months (1–120).
Notice Period (in days)	How many days before the end date a customer must give notice of non-renewal (0–100). Example: a contract ending July 15 with a 10-day notice period needs notice by July 5.

To stop reps from choosing auto-renewal at all, use Disable Auto-Renewal in Additional Settings.

Discount Settings

Discount Application Method, when a quote has both a catalog discount and a custom discount:

Combined: the two are added together and applied at once.
Sequential: the custom discount is applied first, then the catalog discount is applied to the result.

Rate and Price Settings

Control how much reps can change prices on quotes.

Setting	Default	What it does
Account-Specific Rate Creation	All roles	Which roles can create rates for one customer account while quoting.
Account-Specific Rate - Tier Adjustments	On	Reps can change the tiers of an account-specific rate.
Account-Specific Rate - Price Adjustments	On	Reps can change the prices of an account-specific rate. Turn off, and keep Percentage Price Change on, to allow percentage changes only.
Account-Specific Rate - Percentage Price Change	On	Reps can raise or lower prices by a percentage, applied to every tier of the selected products.
Account-Specific Rate - Price Model Adjustments	On	Reps can change the pricing model when customising a rate.
Allow Quantity Dropdown	On	Quantity can be shown as a dropdown of the available tiers.
Allow Price Tier Lock	Off	Products in an offering can be marked as eligible to lock their price tier on quotes.

Additional Settings

Setting	Default	What it does
Allow Changing Quote Offering Start and End Date	On	Reps can edit an offering's start and end dates on a quote.
Enable Early Renewal	On	Renewals can start before the current contract ends. The old contract is cancelled early, which may create a credit note.
Enable Quote Item Notes	Off	Reps can add notes to individual quote items.
Enable Quote Offering Price Tier Visibility Customization	On	Reps can choose which price tiers appear on customer-facing documents.
Enable Bulk Addition of Quote Offerings	Off	Reps can add several offerings to a quote at once.
Disable Auto-Renewal	Off	Removes the option to auto-renew on quotes.
Disable Billing Schedule	Off	Stops the billing schedule from showing on quotes.
Show Comma Formatted Quantity	On	Shows quantities as 1,000 instead of 1000.
Allow customizing billing start date	On	The billing start date can differ from the contract start date, which changes when the first billing cycle starts.
Enable Upfront Billing	Off	New and renewal quotes can bill the whole contract term upfront instead of by each rate's billing frequency.
Which Roles Can Create Quotes	All roles	Who can create quotes.
Which Roles Can Edit Quote Name	All roles	Who can rename quotes.
Which Roles Can Accept Quotes	All roles	Who can mark quotes as accepted manually.
Which Roles Can Process Quotes	All roles	Who can process quotes.
Show Quote Terms and Conditions	Always visible	Who sees the free-form Terms and Conditions on quotes: Always visible, Never visible or Visible to specific roles.

Quote Templates

How-to and reference. Requires Tenant Admin or Sales Admin. Settings Read Only users can open the page.

Settings → Quoting → Quote Templates has one section, Default Customization, where you set:

the Quote Template new quotes use (a legal entity can override it on the Legal Entities page), and
for each part of the quote document, whether it's on or off by default, and which roles can change it on a quote.

Changes apply to new quotes only. Existing quotes keep their settings.

Set a section's default and who can change it

Expand Default Customization.
Use the switch on a section to turn it on or off by default.
Click the arrow on the section to open its Access Scope:
- All Roles: one access level for everyone.
- Specific Roles: one access level per role. Set all roles to fills them all in at once.
Choose an access level (see below).
Click Save (top or bottom of the page).

Access levels

Level	What the role sees on a quote
Editable	The switch, and they can turn the section on or off
Read Only	The switch, but they can't change it from the default
Hidden	Nothing: the section's switch isn't shown to them

The summary under each section shows its current access, for example Editable by all roles.

Users with several roles get the most permissive level across their roles. A user who is Sales (Hidden) and Sales Admin (Editable) sees the switch as Editable.

Careful with Specific Roles: if a user has none of the roles you configured, the section is Hidden for them. Tenant Admin, Billing Admin, Sales Admin, Billing, Billing Read Only, Sales, Sales Full and Sales Read Only can be configured here.

Quote sections you can control

Included Sections in Quote

Section	Notes
Full Latest Contract
Amount	The total at the top of the quote
Include Annual Breakdown
Billing Schedule	Not shown if the billing schedule is disabled in Quote Settings
Billing Frequency	Not shown if the billing schedule is disabled in Quote Settings
Pricing Details
Discounting Details
Discounting Section	The discounts summary. Needs Discounting Details on.
Signing Page
Prior Contract (Amendments Only)
Differences from Prior Contract (Amendments Only)	If differences can't be shown for a quote, the full latest contract is shown anyway

Included Details for Offerings

Detail	Notes
Line Amount
Rate Name
Rate Description
Product Description
Price per Unit
Credits	Credits from upgrades, downgrades, removals and similar changes
Proration	The prorated period for each offering and scheduled change
Unused Quote Items	Items with 0 quantity and 0 amount

Example: turn Discounting Details off by default and set it to Read Only for Sales. New quotes then hide discount information, and Sales users can't switch it back on. Roles you leave Editable, such as Sales Admin, can still switch it on for a quote.

Who can change these settings

Role	Quote Settings	Quote Templates
Tenant Admin, Sales Admin	Change	Change
Settings Read Only	Can open	Can open