Configure quotation parameters

Review the main settings that affect quotation behavior.

Quotation parameters control how parts of the quotation flow behave.

Use them carefully and test the result after each change.

What parameters can affect

Depending on your setup, quotation parameters can affect:

• online acceptance behavior
• signature requirements
• decline handling
• other quotation flow defaults

1

Open Settings

Go to Settings in the BackOffice.

2

Find the quotation parameters

Open the parameter area that covers quotations.

3

Review the active settings

Check which options are already enabled.

4

Update the settings

Change only the options you need.

Then save the changes.

5

Test the flow

Create or review a quotation to confirm the new behavior.

Good setup advice

• change one setting at a time
• test with a realistic quotation
• let an administrator manage final setup changes

Frequently asked questions

Who should change quotation parameters?

Usually an administrator or key user.

Do parameter changes affect every quotation?

Some settings can affect the wider quotation flow.

Test the result after saving.

Why should I test after each change?

Because quotation settings can affect sending, acceptance, and follow-up.

Related topics

• Introduction to Quotations
• Features in Quotations
• Quotations