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
Updated 3 months ago