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Quote Manager - Admin Guide

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Settings
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

Settings

 

  • Click the gear icon next to your user name at the top-right. Choose 'Settings' from the drop-down:
    The settings menu lets you configure every aspect of your quotes. See the following sections for more details on each:


     
    • Personal Settings

    • My Company Settings

    • General Settings
    • Quote Appearance Settings
    • Configure Email Templates
    • Configure Company Settings
    • Quote Parity Settings
    • Quote Currencies Settings 
    • Configure Tax Rates
    • Configure Integrations

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