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Comodo One

Quote Manager - Admin Guide

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Settings > My Company Settings > Quote Appearance Settings
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • 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
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    • View Revenue Statistics
  • About Comodo Security Solutions

Quote Appearance Settings

 

  • The quote web-page which is presented to customers allows them to download the quote as a pdf.
  • You can customize the appearance of this pdf.
  • Customizable items include your company logo, header and footer, terms and conditions and contact information. An example is shown below:




You can create multiple designs for different use-cases and customers.

To configure quote appearance

    • Click the gear icon at top right then 'Settings'
      • Click 'Quote Appearance' in 'My Company Settings'




      Logo Appearance

      Upload your company logo and specify where it should be displayed:

      • Click 'Upload your logo'. QM accepts images in .png or .jpg format. The maximum file size is 500 KB.

      Choose logo positioning:

      • Logo, then details - Logo appears on the right of the page, above the quote summary.
      • Details, then logo - Logo appears on the right, underneath the quote summary.

      Note: Logo positioning is 'universal' to all styles. Once chosen, the logo position applies to all styles.


      Styles

      • Each style consists of a background color and font settings for heading and body text.
      • You should provide a name for each style. The styles will then be available for selection when creating a new quote or a template for a customer.
      • Make default – This style is listed first in the 'Style' drop-down. It will be auto-applied if the user does not choose a different style. We recommend you make this style your 'standard' design.
      • You can configure a single style, or click the 'Add' button to create additional styles.




      To add a new style

      • Click the gear icon at top-right and choose 'Settings' from the drop-down
      • Click 'Quote Appearance' in 'My Company Settings'
      • Click the 'ADD' button at the bottom of the page
      • This will open the style configuration fields:



      • Title - Type a name for the style. This name will appear in the 'Style' drop-down when creating a new quote or template.
      • PDF highlights color - Color used as the background to the item list and charges. The example below shows a pink background:




      • Heading / Text body – Choose the font, font style and weight of these items.

      • Select 'make default' if you want this style to first in the list. The default style will be applied unless the user proactively changes the style
      • Click 'Save'
      • Repeat the process to add more named styles.

      The new styles will be available for selection when creating a new quote or a template.

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