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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Settings > My Company 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

My Company Settings


The 'My Company Settings' area lets you configure company details, emails, quote settings, currencies and item tax rates.

 


The following sections explain more about:

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