Admin
Settings
Organization configuration, users and roles, quote classes, target GP, currencies, and output templates.
Phase 10
Coming online in this phase
- ›Users & roles (Engineering, Sales, Approver, Admin)
- ›Quote classes with target GP and approval thresholds
- ›Currencies, FX, default terms, and language defaults
- ›Output templates (Customer Proposal, Internal Cost Sheet, Approval Packet)