There are some settings in SA that apply globally to all Estimates. These are housed under Settings > CRM > Estimate Settings:
Below, you will find an explanation of all the fields on this screen:
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Show Grid Lines |
Select the check box to show grid lines on the Estimates Grid. (This applies to only the legacy Document Editor.) |
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Grid Column Name - Rate |
You can supply different text instead of “Rate” for the column heading. |
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Grid Column Name - Quantity |
You can supply different text instead of “Quantity” for the column heading. |
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Grid Column Name - Amount |
You can supply different text instead of “Amount” for the column heading. |
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Margins |
Set the left, right, top, and bottom margins for the estimate. |
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Show Discounts |
Discounts will appear in the estimate grid by default. |
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Print Package Items |
This is the default setting for how Package Jobs will display prices on an Estimate. When checked, individual Package rounds will appear on the Estimate by default. Then, you will have the option to choose whether to show the total of each round, the total of the package, or both, in the “Amount” column on the grid. You can change these settings for individual Packages on the Estimate. |
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Print Products on Estimate |
This is the default setting for whether Products will appear as line items on the Estimate. You can change these settings for individual line items on the estimate. |
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Show Products on Invoice |
This is the default setting for whether Products will appear on the Estimate Invoice. If you schedule a Job from the Estimate, this invoice setting carries over to the Job. |
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Confirmation Email |
Insert an email address if you want the system to send you an email when an estimate has been accepted by a client online. This email goes to the company email address by default. Enter multiple email addresses in this field separated by a semicolon (;). |
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Default Number Of Installments |
Change this number if the bulk of your Estimates are billed as Installment Plans. The number of installments will default to the number you select. |
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Default Estimate Items as Won |
This setting defaults to “Checked.” Depending on your selection, quoted services will appear in View My Proposal as checked (Won) or unchecked (Lost) when the client views the estimate online. |
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Disable Document Selection |
Checking this prevents someone creating an estimate from choosing an Estimate Document. If you check this, the only way to add an estimate document is from an Estimate Template. |
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Allow Scheduling of Zero (0) Qty Products |
Check this to list Products without a quantity required. This allows you to show a Product with a flat rate for the overall price of a Product. You might use this if you know how much to charge for the Product, but don’t know how much you’ll use. |
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Require an Estimate Reason (Won/Lost) |
Checking this requires the client or employee to specify why the estimate is won or lost on the View My Proposal page and Estimate screen. You can add additional Estimate Reasons under Settings > Estimate Reasons. |
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Allow Signature Capture on View My Proposal |
Check this if you want online Estimates to include an electronic signature. You must also have the merge tag for the “signature line” in your Estimate Document. This setting must be enabled for the merge tag to work. |
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Show Subtotal on View my Proposal |
Check this to have a subtotal line at the bottom of the online estimate. The services that the client selects are added to create a subtotal. For this to work, the estimate grid must include the “Amount” field for the service. |