Quote settings
In addition to defining your quote types, there are some global settings you'll want to review and customize for how quotes are handled within handify. These settings can be found under Team Settings > Quotes > Quote Settings.
Default Currency. Specify the base currency that pricing will default to on new quotes.
Default Incoterm. If you have a primary or most common Incoterm used, you can set it here as the default for new quotes. It can still be changed per quote if needed.
Default Mass Unit. Choose the standard unit of measure (kg, lbs, etc.) for presenting product masses and weights on quotes.
Quote Expiration. Set the default timeframe that newly generated quotes will be valid for before expiring.
Terms & Conditions.. Users can freely add standard/global terms & conditions content to be included on quotes, like payment terms based on each customer or specific needs.
Taking the time to review and set these global defaults will provide consistency and enforce your organization's established policies. However, options also allow per-quote overrides when exceptions are needed.
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