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Offer settings

Footers

Store signatures that can then be used in the quote. A text can be saved above and below the signature.

Reason for offer

Reasons for offer

Here you can enter possible reasons for receiving an offer (selected in the basic data). In the standard version, the standard reasons are stored. These can be supplemented via this setting.

Offer status

The status of the offers is stored here. 100% corresponds to always received and 0% corresponds to not received.

Calculation

Booking periods

List of all booking periods, which you can also find in the settings of other modules.

Cost types Planned values

Planned values for the calculation of quotations and orders.

Checklists

Settings for checklists

Checklists allow the user to query values. Checklists can be used in several objects. More about checklists: Create checklists