Graham Davies Updated by Graham Davies

Quotation configuration options

Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhancing the Sales and project quotation.

Hide ship date is often not known during the quotation process and can be removed from the display.

Document signature will display a default signature image on the quotation, this is positioned under the Advanced notes and Form notes which are standard document text features. Design your signature image to 40mm x 16mm and use the change button to import it.

How did we do?

Project invoice

Interest note