Why Quotation Settings Matter
Improper setup causes:
- Confusing quotations
- Legal issues
- Wrong GST calculation
- Branding inconsistency
Proper setup gives:
- Professional document
- Clear pricing
- Faster conversion
- Better client trust
Common Mistakes
- Not setting default series
- Too many item columns
- No Terms and Conditions added
- No signature uploaded
- Wrong GST column visibility
Final Setup Checklist
- Header fields reviewed
- Item columns finalized
- Status flow defined
- Series configured
- Terms added
- Signature uploaded
- PDF preview tested
What Quotation Settings Directly Impact
Quotation Settings directly impact:
- Revenue conversion
- Client communication
- Brand image
- Reporting clarity
