Quote Definitions
Configure quote templates, default terms and conditions, payment instructions, and branding elements used by the Sales module's quote generator.
Last updated: 04/14/2026, 10:12 AM
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<h2>Professional Quote Template Management</h2>
<p>The Quote Definitions page allows you to design and manage reusable templates for the Sales quote generator. Each template includes branded header/footer designs, default terms and conditions, payment instruction text, and validity period settings. Multiple templates serve different business lines or customer segments.</p>
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<h3>📄 Template Designer</h3>
<p>Create professional PDF quote layouts with your company logo, brand colors, contact information, and custom footer text. Templates support dynamic placeholders for customer name, quote number, and date.</p>
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<h3>📝 Terms & Conditions</h3>
<p>Set default terms, payment instructions, warranty clauses, and legal disclaimers that are automatically included in every generated quote. Different templates can have different terms for different business scenarios.</p>
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