Quotes: Set up

Do these once, before you send many quotes. Set the defaults every new quote starts with, decide what the quote email and PDF look like, and save the quotes you send often as templates so the next one starts half-built.

To…	Go to…
set the default validity, memo, stock allocation, reminder email and request-for-quote response target	Set quote defaults and expiry reminders
change the email a customer gets with a quote, and choose the PDF that goes with it	Customize the quote email and PDF
copy an existing quote, or save one as a template and start new quotes from it	Copy a quote or start from a template