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

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

Last saved: Today at 09:42 AM