Quote general options

Once configured the products and the quoted price in the quote detail page, you can go on and configure the additional settings in the “Quote general options”.

  • options part 1
  • Show custom text in email content: Decide to add  a custom message to the email.
  • Custom text before product list: Message that appears before the product list.
  • Custom text after product list: Message that appears after the product list.

options part 2

  • Upload an optional attachment: Upload a file you wish to attach to the email.
  • Set a specific expiry date for this quote: Date after which users can no longer buy at the agreed price.
    • This quote will expire on: choose date from date-picker.
  • Message to show in “My account > Quote detail”: Optional message to show on the my account > quote detail page of the customer.

If setting the expiration date for the quote, the coupon created when changing the price will also have an expiration.

The messages, the expiration date will be visible in the email and PDF quote.

email example (1)

The message for the my account page, is visible in the quote detail page:

note in my account