Quotes - Manage Settings

Watch the video or scroll down for step-by-step instructions.

Tiers: Scaling Up, Owning The Market

Step-by-step instructions . . .

1

Select Settings > Quotes.

2

Last Quote Number shows you the most recently generated quote number, and Next Quote Number shows the next quote number in sequence. 

3

The Default Customer Message field offers the option of including a default message when a quote is sent. 

4

Turn ON Office Email Alerts to receive notifications when a customer approves or rejects a quote (optional).

5

Complete the email fields for sending quotes. 

6

Click Save.