Configure your quotation and estimate workflows with dedicated settings panels.

• General: Default currency, tax rate, customer selection requirement, conversion to invoice toggle

• Numbering: Custom prefix (e.g., QT), next number, reset options (never/yearly/monthly)

• Terms & Conditions: Create, edit, delete reusable terms templates with default selection

• Email Templates: Create and manage email templates for sending quotations

• General: Default currency, tax rate, customer selection requirement

• Numbering: Custom prefix (e.g., EST), next number, reset options

• Terms & Conditions: Create and manage reusable terms templates

• Email Templates: Create and manage email templates for sending estimates

All settings are workspace-specific and persist across your organisation.

#settings #configuration #quotations #estimates