Setting Up Your Quotation in Billing App

Creating accurate and consistent quotations is an essential part of managing deals effectively. In Billing As A Service, you can easily customize quotation behavior to match your regional standard.

Quotation Setting

In the Quotation Settings tab, you can configure how quotations behave — including who can edit or approve them, the document title, default validity period, and more. Read this blog to learn more about Quotation Reference.

Permissions Setting

• 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.

Document Setting

Document Title

Set the title that appears on the quotation document.

Example 1

in document:

Example 2

in document:

Quotation Validity Period

Define how many days a quotation remains valid before it expires.

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 document:

Example 2

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 document:

Signature Box and Footer

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

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

	Date:
Title:	Organization:
Signature:

in document:

Example 2 A simple line signature

______________________________
				   Signature

in 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.