Quote Settings & Templates

Quote Settings

Quote Settings enables configuration of Quote defaults and settings for your tenant.

• Approval Notes: text that is displayed to Sales Reps creating Quotes when submitting for approval
• Net Terms: Tenant Admins can set the default net terms and the options available to Sales Reps on Quotes
  • See Net Terms for more detail on how Net Terms are used.
• Default Signing Contacts: set the default and available signers of Quotes for your company
  • Note: requires enabled eSign Integration. See eSign for more information on signing functionality.
• Quote Documents: attach documents to all quotes
• Additional advanced Quote settings: Contract length, PO numbers, and auto-renewal settings

Quote Templates

The Quote Templates page allows admin control of which quote customization options each role can see and change, preventing or allowing reps to alter quote formatting and content sections.

For each section in the Quote Customize Settings menu, such as Billing Schedule, Pricing
Details, or Discounting Details, admins can set:

• Default value: whether that section should be on or off for newly created quotes.
• Access by role: whether each role can edit the toggle, view it as read-only, or have it
  hidden entirely.

How to Configure

• These controls are located under Settings > Quote Templates.
• Each quote section is listed with its default toggle and an expandable role access panel. Expand
  a section to configure its default value and per-role access.

Default Value

• The default value determines whether a quote section is enabled or disabled on newly created
  quotes. This sets the starting state for reps, but they can then change it themselves if their role
  permits.
  • Example: Setting Discounting Details to off by default means new quotes will not show discount
    information unless a rep or admin explicitly enables it on that quote.

Access

• Access by role controls what each role can do with the toggle for that section. You can apply
  one setting to all roles at once, or configure each role individually.
  • All Roles: applies the same access level to every role. Use this for settings that
    should be uniformly editable, read-only, or hidden across the org.
  • Specific Roles: opens per-role dropdowns so each role can be configured
    independently.
• Access Levels
  • Editable: The toggle is visible and the role can turn it on or off on a quote.
  • Read-Only: The toggle is visible but the role cannot change it from the default.
  • Hidden: The section and its toggle are not visible to the role at all.

Note: If a user belongs to more than one role, the most permissive setting across those roles
applies. For example, if a user is both Sales Rep (Hidden) and Sales Admin (Editable), they will see
the toggle as Editable.