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
  • Quote Documents: attach documents to all quotes
  • Additional advanced Quote settings: Contract length, PO numbers, and auto-renewal settings