Quotations | Settings

Quick filters

Choose which filters are ready by default in your overview.

System overview

Determine which columns you want in your overview, and in which order.

Show address

On by default; uncheck if you don't want to see the project address on the quotation sheet.

Show equipment

Adds the "Equipment" column to the line detail (the breakdown) of a calculated quotation line.

Automatically number lines

Numbers each quotation line in the Nr. column (also check "Show line nrs."). The numbering takes chapters into account (e.g. 1.1, 1.2, … fall under chapter 1). The numbering of the chapters themselves is not visible on the pdf.

Make order

Adds an action button at the top of the quotation sheet to convert the quotation into an order.

Make supply order

Adds an action button at the top of the quotation sheet to quickly order the material from the quotation (as a supply order, price request, internal order form, …).

Show line nrs.

Adds the "Nr" column to the quotation lines. You can number the quotation lines manually or automatically via the "Automatically number lines" setting.

Calculation

Removes the "Posts" action button from the item overview.

Move files to project during creation

Check this if you want all files from the quotation to be moved to the project. Note, this only works when you click the "Make project" action button at the top of the quotation.

Make subscription

Adds an action button at the top of the quotation sheet to convert the quotation into a subscription.

Direct cost sharing depending on price

Choose whether to distribute the direct costs in your quotation evenly across the lines or depending on the price.

Show post nr.

Adds a "Post" column to the quotation lines.

Use composite items as extra lines

Check this if, in a simple quotation, you want to load the underlying items of a composite item as extra lines in the quotation. Note, the configured quantities are not taken into account.

Show type (eg. SOG)

Adds a "Type" column to the quotation lines. This lets you add SOG, VH, TP, PM, … to the quotation line.

Make invoice

Adds an action button at the top of the quotation sheet to convert the quotation into an invoice.

Days before due date

Set after how many days the quotation expires by default (can be overridden per quotation). This is the due date shown in principle on the quotation. (default = 30)

#days before follow up date

Set after how many days the quotation should be followed up (can be overridden per quotation). This is in principle not visible to the customer and serves for internal follow-up. On that date the quotation status automatically changes to "to follow up" (if set up that way in the statuses). (default = 15)

sync (m)

Set every how many minutes the quotation is saved automatically. This happens automatically, without you having to leave the page. (default = 15)

Number of days before deadline

Set after how many days the deadline is reached. This is in principle not visible to the customer and serves for internal follow-up. (default = 2)

Invoice percentage from phase

Note here the text that will appear on the invoice when you invoice a portion (as a percentage) of this quotation. Use replacement codes. For example: Portion of ${percentage}% according to quotation ${logicId}

Invoice fixed price of phase

Note here the text that will appear on the invoice when you invoice a portion (fixed amount) of this quotation. Use replacement codes. For example: Advance quotation ${logicId}

Phase billing cumulative strategy

Choose the desired strategy when you invoice a portion of this quotation: simple (1 line), cumulative (add to previously invoiced portions) or ask (the question is asked each time you want to invoice a portion).

Show item number in bill of materials

Choose whether the item numbers may be visible in the Bill of Materials.

Templates

Set up one or more pdf templates to display the quotation in pdf format. You can determine how the header is laid out, which title appears on the pdf (e.g. quotation, price estimate, …), which columns are visible on the quotation lines, and a number of other settings. Here you also enter the translations of the pdf if you want to send quotations in other languages.

Status after …

Enter one of the existing statuses each time you want an automatic status change (attention, the spelling must be identical!).

… make project

When you create a project from the quotation (via the action button at the top), the quotation changes to this status.

… partial invoice

When you invoice a phase of the quotation from the financial planning (e.g. advance invoice), the quotation changes to this status.

… make invoice

When you invoice the quotation or create the final invoice, the quotation changes to this status.

… make order

When you create an order from the quotation (via the action button at the top), the quotation changes to this status.

… make subscriber

When you create a subscription from the quotation (via the action button at the top), the quotation changes to this status.

… load into settlement

When this quotation is loaded into a settlement, the quotation changes to this status.

Follow-up status

On reaching the follow-up date (and if the quotation is in one of the statuses below at that moment), the quotation changes to this status.

Status in which the quotation can be followed up

Enter which statuses may change to the follow-up status (default = sent & read).

0

draft, rejected

A quotation in this status has a 0% chance of being successful.

1 to 99

sent, read, feedback, follow up

Enter a number between 1 and 99 per status. A quotation in status sent has e.g. a 50% chance of being successful. In status follow up maybe 30%.

100

signed, approved, invoiced

A quotation in status signed is 100% successful.