Module Configuration - Quotations

Deskera CRM provides the user with different modules like leads, accounts, opportunities, activities etc. The settings and configuration for these modules can be defined in Module Configuration under Master Configuration. This article focuses on the settings and configurations for Quotations module.

Prerequisites:

1. Ensure you have your Deskera CRM application URL in place.

2. Ensure you are the administrator/ assigned user of the CRM application.

3. Ensure a good internet connectivity.

Step 1: Go to Master Configuration under Administration on the CRM dashboardFig.5.10.1.7.1 CRM Dashboard

Step 2: Go to Quotations under the Module Configuration Tab.

Fig.5.10.1.7.2 Module Configuration

1. Set Default Payment TermsFig.5.10.1.7.3 Module Configuration

Fig.5.10.1.7.4 Create Quotation

2. Configure Sequence FormatFig.5.10.1.7.5 Module Configuration

Fig.5.10.1.7.6 Create Quotation

3. Configure Post TextFig.5.10.1.7.7 Module Configuration

Fig.5.10.1.7.8 Post Text

4. Include Custom Template in Quotation MailFig.5.10.1.7.9 Module Configuration

5. Auto Sync Quotations in ERPFig.5.10.1.7.10 Module Configuration

6. Approval for Quotation Required OverFig.5.10.1.7.11 Module Configuration

Fig.5.10.1.7.12 Set Approval

7. Quotation Field MappingFig.5.10.1.7.13 Module Configuration

Fig.5.10.1.7.14 Map Headers

8. Quotation Line level Field MappingFig.5.10.1.7.15 Module Configuration

9. Auto extend Quotation Valid till DateFig.5.10.1.7.16 Module Configuration

10. Opportunities Quotations for AccountsFig.5.10.1.7.17 Module Configuration

11. Quotations Mail SenderFig.5.10.1.7.18 Module Configuration

12. Map Custom Fields for Sync Quotations in ERPFig.5.10.1.7.19 Module Configuration

Fig.5.10.1.7.20 Map Headers

13. Set Quotation ChecklistFig.5.10.1.7.21 Module Configuration

Fig.5.10.1.7.22 Set Quotation Checklist

14. Set Default Description Fields for QuotationsFig.5.10.1.7.23 Module Configuration

15. Sync Quotations to ERP based on StatusFig.5.10.1.7.24 Module Configuration

16. Recipient emails ID for Sync Quotations NotificationsFig.5.10.1.7.25 Module Configuration

17. Set Default Global TaxFig.5.10.1.7.26 Module Configuration

18. Include Global Level Discount in QuotationsFig.5.10.1.7.27 Module Configuration