Xcitium Platform

• 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

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:
  

Configure quote appearance

• Click the gear icon at the top right then choose 'Settings'
  

• Click 'Quote Appearance' in 'My Company Settings'

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.

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.