Quotation Approvals

Configuration > Quotations > Approvals Configuration > Sales > Quotations > Approvals Related Guides: Approving Quotes Overview User Approval Settings Field Type Description Default Quote expiry days Text (Integer) Establishes the expiration date of a Quote. Defined as a number of days after the Quote has been created. Hide Quotes on the Self Service Portal […]

Quote Statuses

Configuration > Quotations > General Settings > Quote Statuses Related Guides: Quotation Status Field Type Description Name Text Name of the quotation status. Disable Editing when this status is selected Checkbox When enabled, the quotation will not be able to be edited when this status is set. Hide Quotes from end user when this status […]

Quotations General Settings

Configuration > Quotations > General Settings Configuration > Sales > Quotations > General Settings Related Guides: Creating Quotations Field Type Description Use Gross margin instead of markup Checkbox When selected & setting the cost/Gross Margin of a product on a Quote, the price will be calculated as per the Gross Margin formula. When not selected, […]