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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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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
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    • Top Statistics
    • View Revenue Statistics
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Settings

 

  • Click the gear icon next to your user name at the top-right. Choose 'Settings' from the drop-down:



 The settings menu lets you configure every aspect of your quotes. See the following sections for more details on each:

  • Personal Settings
  • My Company Settings
  • General Settings
  • Quote Appearance Settings
  • Configure Email Templates
  • Configure Company Settings
  • Quote Parity Settings
  • Quote Currencies Settings 
  • Configure Tax Rates
  • Configure Integrations

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