Request For Quotes Settings

Learn about the settings that control the behavior of request for quotes

Updated on February 19th, 2024

The table below provides an overview of the site admin settings that control the behavior of requests for quotes.

Click the blue links on the left to access full instructions for each setting.

Print & Email Defaults Set up 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.