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# Admin Panel

v3.1.0

Alex Morgan

alex@saas.com

# Quotation Settings

Manage default preferences for new sales quotations, authorized roles, and standard terms.

## Sales Person Preferences

Configure who can create and manage quotations within the organization.

Authorized Roles *
expand_more

Select multiple roles by holding Ctrl/Cmd.

Sales Manager
Account Executive

## Terms & Notes

Set default text for terms and notes that will appear on every new quote.

Default Terms and Conditions Visible to customer
Default Customer Notes Visible to customer

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