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Quotes and Orders ยท Tenant admin

Set the sign-off value and how long a quote stands

Browse the guidesQuotes and Orders

Steps

  1. Open Manage > Records and choose Quote Settings.
    The Record types list in Manage, Records, with Quote Settings outlinedThe Record types list in Manage, Records, with Quote Settings outlined
  2. Press Add quote settings, or press the existing row to change it.
    The Quote Settings list with the Standard quoting row outlinedThe Quote Settings list with the Standard quoting row outlined
  3. Fill in:
    • Name: for example Standard quoting.
    • Needs sign-off from: a quote at or above this total, including VAT, is signed off before it goes out. Zero means every quote is.
    • A quote stands for (days): fills in Valid until when a quote is raised.
    • Active: Yes.
    The Standard quoting edit form with Needs sign-off from, A quote stands for (days) and Active outlinedThe Standard quoting edit form with Needs sign-off from, A quote stands for (days) and Active outlined
  4. Press Add quote settings or Save changes.

To choose who signs off, give people the Sales manager role under Manage > People, or change the approvers on Sign it off under Manage > Pipeline values.

What you will see

Quotes raised from now on use the new value and validity.

Common problems

  • Every quote goes for sign-off. With no active Quote Settings row, the sign-off value is zero and a quote stands for 30 days. Add a row.
  • Keep one row active. Quotes reads the first active row it finds.