This Help Article covers:
The default Quote Settings is where you select the Document Preset that is used by Quotes, Estimates, and Variation Documents
The default Quote Settings is where you enter the default days that auto populate to a Quotes;
Date to Send - calculates from the date the Quote was created, and
Date to Follow Up - calculates from the date the Quote was sent
Katipolt uses the Quote's "Date to Send" and "Date to Follow Up" fields to determine which and when Quotes display on the Katipolt Dashboard page as requiring action.
To Enter Defaults or Edit Quote Settings at Company Settings
Quick Flow:
Company Settings Side Menu
Defaults Top Tab
Quotes Expandable Section
Quote Days To Send > Enter
Quote Days To Follow Up > Enter
Preset(s) > Select
Email Template(s) > Select
[SAVE]
1. From the Side Menu, Press Company Settings
2. From Company Settings, Press the Defaults Top Tab to display the Quotes Expandable Section
3. From the Quotes Expandable Section;
Enter Quote Days To Send,
Enter Quote Days To Follow Up
4. From the Quotes Expandable Section;
Select the Default Document "Preset" for each "Type" of Quote
Select the Default "Email Template" for each "Type" of Quote
💡 TIP: A different Document "Preset" and/or "Email Template" can be selected at the time of Previewing or sending the Quote, Estimate or Variation.
5. When finished, Press [SAVE]
To Set the Quote Document Preset at Contact
From the Contact Window, Press the Settings Top Tab to display the Quotes Expandable Section
From the Quotes Expandable Section, Follow Instruction Step 4 above, when finished, Press [SAVE]