How do I Customize the Estimates App?

Estimates App settings are provided with meaningful defaults. You can customize it according to your requirements by configuring the application.

Steps to Customize Estimates App:

• Log in and access Estimates App from your universal navigation menu bar.

• Click on the More(...) icon and select Settings located at the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General

• Collaboration

• Quick Links

• Reports

• Tags

• Email

• Email Templates

• SMS Templates

• Notifications

• Update Notifications

• Estimates

• Default Estimate Lines

• Conversion

• eSignature

• CPQ

• Customer Actions

• Notes To Customers

• Number Generation

• Payment Terms

• Price Override

• Pricing

• Discounts

• Reminders

• Supplier Items

• Taxes

• Service Provided Tasks

• Statuses

• Templates

• Highlighting

• Triggers

• Work Flow

• Approval Flows

• Intelligence

• Charts

• Dashboard

• Customize App

• App Naming

• Master Layout

• Print/Web Layouts

• Cover page

• Terms & Conditions

• List Layouts

• Sort Ranges

• Views

• Security

• Actions

• Data Sets

• Data Access Sets