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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Settings > My Company Settings > General Settings
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To The Quote Manager Module
    • 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
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About Comodo Security Solutions

General Settings


You can configure the validity period for quotes and enter/edit the 'Terms and Conditions'. The 'Terms and Conditions' are displayed at the foot of the quotes sent to the user and in the .pdf versions of the quote.



To configure quote general settings

  • Click the gear icon at the top right then choose 'Settings'
  • Click 'Quote Default Settings' under 'My Company Settings'



  • Set the period for which the quote should be valid in the 'Quote Expires After' box. Once a quote expires it will be automatically archived.
  • Enter or edit the 'Terms and Conditions' text as required.
  • Click 'Save' for your changes to take effect.

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