1. Introduction to Quotation Settings
Navigation Path:
Sales Module → Settings → Quotation
The Quotation Settings section in WORTAL CRM is designed to control how quotations are created, structured, and presented to clients. It allows businesses to customize key elements such as quotation fields, item details, status workflow, and number generation, ensuring that every quotation aligns with internal processes and business requirements.
This module also provides control over Terms and Conditions, signature and stamp inclusion, and the overall PDF layout structure, enabling organizations to maintain consistency in client-facing documents. With options to show or hide specific item fields (such as quantity, rate, discount, GST, and total amount), users can tailor quotations based on business needs.
Quotation Settings directly impact how your brand is represented to customers. A well-configured setup ensures professional presentation, clear pricing structure, and legal clarity in every document shared. It also improves internal efficiency by standardizing quotation formats and workflows.
Overall, this section plays a crucial role in enhancing sales professionalism, strengthening branding, and ensuring accurate and structured communication with clients.