Quotation System Setup Form
Please complete this form to configure your organization's quotation system settings.
Company Name
*
Default Currency for Quotes
*
Please Select
USD
EUR
GBP
AUD
Other
Quote Approval Workflow
*
Single-step approval
Multi-step approval
Pricing Rule Method
*
Fixed pricing
Tiered pricing
Custom formula
Quote Expiration Period (days)
*
Customer Quote Access
*
Email with direct link
Customer portal login
Quote Numbering Format
*
Please Select
Sequential (e.g., 0001, 0002)
Year-based (e.g., 2026-001)
Custom prefix
Allow Discounts on Quotes
*
Yes, allow manual discounts
No discounts allowed
Apply Tax to Quotes
*
Yes, apply default tax rate
No tax applied
Notification Preference for New Quotes
*
Email notification
Dashboard alert
Submit
Should be Empty: