Design your quote process
Set up — Quotes & Contracts.
How this will work. The screens on this page are planned and not yet on your tenant — see the guide overview for what works today.
Structure it once, properly. The decisions here are the expensive ones to change later.
- Quote settings — Validity defaults, numbering, who may quote, approval thresholds.
- Quote templates and documents — The PDF the customer receives.
- Set up a framework agreement — Volume, period, call-off rules.