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Quote Preferences

To configure preferences for the Quotes module:

  • Go to Settings on the top right corner of the page.
  • Select Quotes under Sales.

Enable Editing of Accepted Quotes

By default, you cannot edit quotes that have been accepted or marked as accepted. However, you can enable the option to edit these quotes. Here’s how:

  • In the General tab, check Allow editing of accepted quotes.
  • Scroll down and click Save.

Now, once you enable editing of accepted quotes, you can go to the quote details page, click Edit, and make necessary changes to an accepted quote.

Note: Changes made to an accepted quote will not affect its status; it will remain marked as accepted.

By default, customers cannot accept or decline quotes through a shared link. You can enable this option to allow them to accept or decline quotes via a public link you send in the email. Here’s how:

  • In the General tab, check Allow customers to accept or decline the quotes via a public link.
  • Scroll down and click Save.

Now, when you share the link with customers through the Share Quote Link option they accept or decline the quotes through the public link.

Set Options to Convert Accepted Quotes to Invoices

You can select some options to automate the process of converting quotes to invoices and sending them to customers. Here’s how:

  • In the General tab, under Automate accepted quotes to invoices conversion, select any one of the following options based on your preference:
    • Don’t convert accepted quotes automatically: Select this option if you do not convert the quote to an invoice automatically.
    • Convert accepted quotes to draft invoices: Choose this option to convert the accepted quote to a draft invoice automatically.
    • Convert accepted quotes to invoices and email it to the customer: Select this option to convert the accepted quote to an invoice and send it to the customer automatically.
  • Scroll down and click Save.

Note: To enable Progress Invoicing, you’ll need to set the option for automatically converting accepted quotes to invoices to Don’t convert accepted quotes automatically, since both options cannot be active at the same time.

Hide Zero-value Line Items

Warning: This setting does not apply to quotes with a total value of zero.

If your quote contains line items with zero value, you can choose to hide them in the quote’s PDF or in the Customer Portal. These line items will still be visible when viewing or editing the quote. Here’s how:

  • Under General, enable the option Hide zero-value line items under Zero-value line items.
  • Scroll down and click Save.

Now, zero-value line items are hidden in the quote’s PDF and Customer Portal but remain visible when you view or edit the quote.

Retain Selected Fields When Converting Quotes to Sales Orders or Invoices

To retain the additional fields you’ve added to a quote when converting it into a sales order or Invoice:

  • In the General tab, scroll down and check the following fields:
    • Customer Notes: Select this option to retain this field in the Sales Order or Invoice.
    • Terms and Conditions: Select this option to retain this field in the Sales Order or Invoice into which you convert your quote.
    • Address: Select this option to retain the billing and shipping addresses from your quote in the Sales Order or Invoice you create from the quote.
  • Click Save.

Approvals in Quotes

You can set up approval workflows for quotes. You can choose from No Approval, Simple, Multi-Level, and Custom Approval types based on your business requirements. Learn more about Approvals.

Fields in Quotes

You can create new fields for the Quotes module and assign different data types for each of them. Learn more about Fields.

Validation Rules in Quotes

You can create rules to set restrictions on the data being recorded. Read our help document to learn more about Validation Rules.

Record Locking in Quotes

You can lock quote records to prevent unauthorised changes after they reach a specific status. Learn more about Record Locking.

Buttons in Quotes

You can create new buttons in the Quotes module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about Buttons.

You can view data from both the app and third-party services with Related Lists, making it easy to cross-reference information from different sources. Read our help document to learn more about Related Lists.

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