Settings for the quotation module
  • 05 Oct 2023
  • 1 Minute to read
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Settings for the quotation module

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Article summary

Settings for the offer module can be found in the side menu on the left.
Here you have the opportunity to customize certain functions. Changes made here are user-specific so that each user can have their own settings.

Email Address:
Allows you to set which email address should be listed as the sender of the offer.

Message to customer:
Default message that is placed in the body of the email sent. This message can also be customized for each offer when you send it. 

Status:
Choose which statuses to display by default in the offer overview. This means that you do not have to load all offers every time you open the service.
Most common here will be "Draft". One is free to choose more than one status.

Product search location:
Should the product search be placed above or below the product lines

Hide discount in PDF:
Hides the discount column in the PDF sent to the end customer

View article number in PDF:
Show/hide product article number in the PDF sent to end customer

Hide pre-price:
If a product has rattled, only the new price and not the pre-price are displayed in the PDF sent to the end customer.



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