Quote Settings
Configure default settings for quotes
Quote Settings let you define organization-wide defaults that apply to every new quote. Setting these defaults saves time and ensures consistency across your team's proposals.
Default Tax Rate
Set the default tax rate percentage that will be pre-filled on new quotes.
1
Navigate to Settings in the sidebar, then select the Quote Settings tab
2
Enter the default Tax Rate as a percentage (e.g.,
8.25)3
Click Save to apply
Quote Number Prefix
Configure the prefix used for auto-generated quote numbers.
1
Enter your desired Quote Number Prefix (e.g.,
QT)2
New quotes will be numbered using this prefix followed by a sequential number (e.g., QT-2026-0001)
3
Click Save to apply
Default Terms and Conditions
Set standard terms and conditions that are automatically included on every new quote. Uses a rich text editor so you can format the text with headings, lists, and emphasis.
1
Enter your default Terms and Conditions in the rich text editor
2
Click Save to apply
3
These terms will pre-populate on new quotes but can be overridden per quote
Default Quote Notes
Add default notes that appear on new quotes. Use this for standard disclaimers, payment instructions, or other recurring information.
1
Enter your default Quote Notes
2
Click Save to apply
Default Validity Period
Set how many days a quote remains valid by default.
1
Enter the default Validity Period in days (e.g.,
30)2
Click Save to apply
3
The expiration date on new quotes will be automatically calculated from the quote date
All defaults can be overridden on individual quotes. Set your defaults to match your most common scenario to minimize editing on each new quote.