Quotation settings
How to change the settings of your quotations module, including e-signatures
4 articles
- Set up your own quotations workflowUse this guide to understand how to customise your quotations module to reflect your own sales process
- Set up customer e-signatures (online acceptance of a quotation)Speed up and remove manual work in your quotations process by allowing your customers to e-sign acceptance of the quotation
- Set up quotation approvalsRequire approval before team members can send quotations that exceed certain value and discounts
- Update document fields that displayHow to edit the field that displays on documents such as Quotations, Sales Orders (Jobs), Invoices, Purchase Orders, and Work Orders.