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Settings for quotes

Settings for quotes in Sapera - sender and operator selection.

This describes the settings for quotes.

Settings

  • Quote – enables the quote functionality.

  • Quote sender email – the email address quotes are sent from.

  • Quote sender display name – the sender name the customer sees when a quote is sent.

  • Show operator selection at creation – lets you choose the operator/salesperson when a new quote is created (just like with a new sales order).

The settings are configured by an administrator.

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