Design your quote process
Set up — Quotes & Contracts.
Decide the rules once, before the first request arrives. How long a quote stands, whether a buyer may take it apart line by line, who in the customer's company may accept, and whether a new price makes a new revision. These are settings of the quotes app, and changing them later changes how every open quote behaves from then on.
- Quote settings: validity, grace period, expiry warning, partial acceptance, who may accept, revisions, numbering and permissions.