Where are the Quotes Settings? : Formitize Help Desk

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Modified on: Tue, 20 May, 2025 at 1:10 PM

Quote settings are found within the Web Portal and limited settings are available in the App.

Web Portal > Settings cog > Accounts > Quotes.

App > Log in > Settings > Quotes.

Available settings in the App are Quote Default Title, Summary, Quote Expiry, Prefix, Automatic Sequencing Number, and Quote Terms & Conditions.

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