Documentation / Sales, Quotations & Commercial Contracting PDF Quote Builder, Templates & Global Settings Updated 2026-08-31 Copy link Print In this section Quotation templates: lines, sections, validity, online signature and payment A quotation template is a quotation you have already written: the lines, the… Wrap quotations in PDF headers and footers, and fill their form fields Headers and footers are PDF pages that wrap a quotation: a cover page and… Build activity plans for quotations and sales orders An activity plan is a short, reusable list of follow-up steps. Launch it on a… Scope activity types to sales orders — and find the menu that lists them An activity type is the kind of a to-do — Call, Email, Meeting, Document, To-Do… Sales settings: the features that unlock every other screen The Sales settings page is where features are switched on and company-wide… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo