Quote Definitions
Configure quote templates, default terms and conditions, payment instructions, and branding elements used by the Sales module's quote generator.
Professional Quote Template Management
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.
📄 Template Designer
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.
📝 Terms & Conditions
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.
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