Quotations
3 guides
Quotation Approval Settings
The article discusses the configuration and approval process for quotations in a sales system. It includes detailed instructions on setting default expiry days, hiding expired quotes on the self-service portal, and managing quote status changes based on approval or rejection. It also covers user approval settings such as secure signing and automated notifications, as well as agent approval settings including the generation of PDFs and complex approval processes linked to opportunities or tickets. The resolution offers guidance on setting qualification levels for approval and managing ticket statuses post-approval or rejection.
Quotations General Settings
This article discusses the configuration options for managing quotations in HaloPSA. It covers various settings such as using gross margin instead of markup, tax calculation methods, default statuses for quotes, and options for attaching PDF quotations to emails. It also details features like comparative quoting, product grouping, and managing product bundles. Additionally, it provides information on customizing PDF templates, handling item codes for miscellaneous items, and setting canned messages. There are options for automatically managing the lifecycle of quotes when integrated with sales orders.
Quote Status Settings
The article outlines the configuration settings for managing quote statuses in HaloPSA, detailing options for edit permissions, visibility to end users, and user actions such as accepting or rejecting quotes. It also explains how these statuses affect the display of quotes in the system and their availability for use.