Quote settings
Quote settings are used to customise quotes.
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Go to Settings. (If you've switched to the new design, select your initials, then Account Settings.)
- From Configuration Settings, select Sales Quote Settings.
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In Name, change how quotes are referred to. This changes the menu label. Enter the word in its singular form, e.g. estimate rather than estimates.
- In Heading, enter the name to display at the top of sales quotes.
- Change the label for the due date by entering the name in Replace Due Date Fields followed by the number of days (defaults to 30 Days). Delete the text to hide this information.
- To include a reference on your quotes, set the label in the Sales Quote Reference box. Delete the text to hide this information.
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To hide any totals from sales quote PDFs, select Remove the total from the bottom of Quotes . This is useful to issue quotes without totals, but show them when converted to sales invoices.
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If you use quote categories, choose which category to apply when the quote is converted to an invoice from the Change Quote category to list.
- Choose whether to copy the quote reference to the Purchase order field on the invoice, or copy as a comment line, or do not copy.
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Choose whether to Automatically delete Quotes once they are converted to Invoices.
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Select Save Settings.