Define your own number range with which the offer number should begin (point 1).

In the templating settings (points 3-5) you store the offer header, the position texts and also the offer footer throughout the company. For the position texts, use the predefined variables in conjunction with HTML tags such as <p> for paragraph or <b> to highlight the font font. This information can also be overwritten for a special offer (see above).

Under point 6 you can publish the offers to the customer under your own domain. Important is that you have a subdomain with a DNS entry set to 213.95.76.230. The default setting is "itquote.de" as domain.

To apply settings for the current location, click Apply template (item 7). Manually changed texts are lost!

In the settings, you can also be informed by e-mail as soon as changes to the offer have been made. These settings are user-specific and the notification is sent to the login email address.

In the area of ​​the print template, you can set the margins for the PDF print, as the default setting is the values ​​of DIN-5008. In addition, you can also upload and select your own cover letter.

Note: This page has been translated with the Google Translation Service.

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