The table below provides an overview of the site admin settings that control the behaviour of requests for quotes.
Click the blue links on the left to access full instructions for each setting.
Setting |
Description |
|---|---|
| Print & Email Defaults | Set up a default layout, email templates, and default email addresses for Requests For Quotes. |
| Default Request For Quotes Note Restrictions | Set the defaults for who has access to Request For Quote notes. |