Quotes settings
Paths, defaults and effects of each option.
Settings open as a drawer over your work; a direct URL can open a full page. On desktop choose the same product heading under Settings. Change values and Save; form validation and role permissions apply.
Usage guide
Sales teams prepare quotes with lines, tax, PDFs and expiry. Customer response links and revisions preserve offer history.
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Sales — modules and detailed settings
Quotes
Open settings · /settings/quotes
Prefix/padding set the next quote number. Validity days prefill new quotes. Blank tax country means no tax unless specified on the quote. Templates include name/title/currency/lines/customer notes; edits leave existing quotes unchanged.
Desktop: native settings panel.
Defaults and behaviour options
This table lists contract defaults, not your saved workspace values. Location distinguishes visible controls from advanced configuration values.
| Option / key | Default | Effect and choices | Location |
|---|---|---|---|
Quote number prefix · number_prefix | Q- | Prefix/padding set the next quote number. Validity days prefill new quotes. Blank tax country means no tax unless specified on the quote. Templates include name/title/currency/lines/customer notes; edits leave existing quotes unchanged. | /settings/quotes |
Number digits · number_padding | 5 | Prefix/padding set the next quote number. Validity days prefill new quotes. Blank tax country means no tax unless specified on the quote. Templates include name/title/currency/lines/customer notes; edits leave existing quotes unchanged. | /settings/quotes |
Valid for (days) · validity_days | 30 | Prefix/padding set the next quote number. Validity days prefill new quotes. Blank tax country means no tax unless specified on the quote. Templates include name/title/currency/lines/customer notes; edits leave existing quotes unchanged. | /settings/quotes |
Tax country · default_tax_country | empty | The country whose tax rates apply when a quote doesn’t name one. | /settings/quotes |
Permission: module manage is used for configuration; the main guide’s action table lists individual operation permissions.
Related guide
Technical sources
packages/os-kernel/src/modules/quotes.ts, apps/studio/app/(app)/settings/, apps/era-station/apps/web/src/era/business/screens/settings/pages/registry.tsx.