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Xcitium Platform

Xcitium Platform

Quote Manager - Admin Guide

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Settings > My Company Settings > Configure 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
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  • About Comodo Security Solutions

Configure Company Settings

 

  • Click the gear icon at top-right and select 'Settings' > 'Company Settings'
  • The 'Company Settings' interface lets you specify organization details, address and other contact info. This info is displayed in quotes and notification emails.


Manage the company details

  • Click the gear icon at the top right
  • Choose 'Settings' from the drop-down
  • Click 'Customer Emails' under 'My Company Settings'




Company Settings – Form Parameters

Form Element

Description

Company display name

Your company name, as it should be displayed on the quote page and notification email. Enter your company name.

Country

Choose your country from the drop-down.

Address

 Add particulars of your company. These details will be displayed beneath your company name in the quotes.

Website

 Add the URL of your customer-facing site.

Email

 The email address at which you want to receive mails from QM.

Phone

 Your business phone number.


  • Click 'SAVE' to enter the details.

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