Create a quotation scheme

Set the layout, template, reminders, and defaults a quotation should use.

A quotation scheme combines the main settings for sending and following up quotations.

Use schemes when you want different quotation flows per customer type, language, or process.

What a scheme controls

A scheme can control:

• the PDF layout
• the quotation layout
• the email template
• quotation expiry and reminder timing
• default attachments and visible fields

1

Open the quotation settings

Go to Quotes.

Then click the cogwheels in the top right.

2

Add a new scheme

In the Schemes section, click Add.

3

Fill in the default settings

Set the scheme name, PDF layout, quotation layout, VAT, currency, and default status.

You can also choose whether the work order PDF should be attached.

4

Set the quotation behavior

Add the default description, standard materials, work order defaults, email template, and expiry days.

If needed, add default attachments and choose which free fields are shown.

5

Configure reminders

Click Next step to open the reminder tabs.

Link the reminder templates you want to use.

Turn off automatic reminders when you do not need them.

6

Save the scheme

Click Save when all tabs are complete.

It is best to use a separate quotation layout per scheme.

That keeps the output easier to manage.

Frequently asked questions

Can I create multiple quotation schemes?

Yes.

Only one can be the default.

Can I use a scheme without reminders?

Yes.

Turn off the automatic reminder options.

How do I get notified when a customer accepts or declines a quotation?

Set this up in Email templates under the accepted and declined quotation templates.

You can add a default CC or BCC there.

Related topics

• Create a quotation layout
• Create a quotation email template
• Create a quotation
• Quotes