Setting Up Your Quotation in Billing App

Creating accurate and consistent quotations is essential for managing deals effectively. In Billing As A Service, you can customize your quotation setup to match regional standards.

In the Quotation Settings tab, you can define who can edit or approve documents, set the default validity period, adjust titles, and more. To complement these settings, we also have a blog that explains Quotation Reference in more detail.

Setting up Approver and Overwriting Content Permission

Here, you can set who can edit a quotation document in draft and who has the authority to approve it, ensuring the right people manage each step.

• Can Overwrite Content When Drafting a Quotation: Define who can modify a quotation document while it’s still in draft.

• Can Approve Quotation: Specify who can approve a quotation.

  1. Everybody: All users within the CRM tenant can perform this action.

  2. Owner Only: Only Owners can perform this action.

  3. Specified List: Restrict permissions to selected users you define manually.

Setting up Default Quotation Printout

Here, you can shape how your quotation looks by default. Set the title, validity period, terms, notes, and signature area to ensure every quotation starts with a clean, consistent layout.

A) Document Title

Set the title that appears on the quotation document.

Example 1

This is the default title setting.

in printout document:

Example 2

in printout document:

B) Default Quotation Validity Period

Define how many days a quotation remains valid before it expires. The default value is 30 Days.

C) Terms and Notes

Add standard terms and notes that appear on every quotation. You can save multiple templates and set one as default.

Example 1

Name: 50% DP, 50% Final Payment
Description: 
Payment terms 
- 50% Down Payment (DP)
- 50% Final Payment

in setting and printout document:

Example 2

In this example you can put a table inside the Terms & Notes box. You can copy the table below and paste it in your setting box.

Name: Table Terms & Notes

Terms & Notes	Details
Payment Terms	50% deposit upon approval, 50% balance due upon completion.
Delivery	Estimated 7–10 business days after receiving the initial payment.
Warranty	12-month warranty covering manufacturing defects only.

in setting and printout document:

D) Signature Box and Footer

Customize the default signature box and footer section that appears at the bottom of your quotation document. Example 1

This is the default example, you can combine a text with a table inside the setting box. You can copy the text and table below.

I, the undersigned, hereby accept the terms and conditions outlined in this quotation and confirm my approval to proceed.

Full Name:	Date:
Title:	Organization:
Signature:

in setting and printout document:

Example 2 A simple line signature.

______________________________
				   Signature

in setting and printout document:

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TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.