Quotation Settings in BigChange

BigChange allows you to produce Quotations within Sales Opportunities and later assign them to a job once the Quotation is accepted. This article will guide you through the process of creating, managing, and customising Quotations in BigChange.

Since Financial documents are created in the same way, most setting with apply for Invoices etc.

Before using Quotations in BigChange there are a number of settings to configure, which include:

• Adding your logo to standard quote template.
• Permissions.
• Automatic Referencing.
• Other additional quote settings.

Adding Your Logo

To customise "Standard" Financial Documents with your business logo:

1. Navigate to Account settings.
2. Select Settings.
3. Select General Account Settings in the quick links menu.
4. Go to the Account details section.
5. Add a URL of your logo in the relevant fields.

Setting Up Permissions

Granting Permissions to Web Users before creating Quotations to ensure the person has the necessary permissions.

Navigate to Account Settings > Settings > Web Users > Roles > Financial

Quotation Settings

Quotation Automatic Referencing

To setup quotation automatic referencing, follow these steps:

1. Navigate to Account Settings.
2. Select Settings.
3. From the side menu, select Financial.
4. Select Quotation.
5. Select Automatic reference.

1. Reference Prefix: Use appropriate category prefixes for easy sorting and searching, e.g., QUO/ for Quotations.
2. Format: Set a default reference number format, e.g., '00000' for five digits.
3. Next Number: Set the starting number for the sequence to avoid repetition.

Additional Quote Settings

To setup additional quote settings, follow these steps:

1. Navigate to Account Settings.
2. Select Settings.
3. From the side menu, select Financial documents & sales opps.
4. Select Quotation.
5. Select Edit.

 This will open a new popup window with a number of tabs:

1. Detail tab - see details below
2. Notes to clients tab - Please see separate article
3. Quote Acceptance tab - Please see separate article
4. Flags tab - Please see separate article

Details tab

This tab allows you to apply a default template to your quotes.

Quote creation

Conclusion

By following these steps, you can efficiently create, manage, and customise Quotations in BigChange. Ensure you have the necessary permissions and customise your settings to suit your business needs. For further details, refer to the full Quote Acceptance article.