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Prerequisite:
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Overview screenshot:
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Column List:
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Action column:
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Product settings is the place to keep settings that are related to:
Quotes, Policies, Emails, Discounts, etc.
Binders
Carriers
In order to access product settings, users should have “Manage product settings” permission and go to the cogwheel on the right side, and choose the menu “Product settings”.
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Fields | Description |
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Quote Validity (Days) | the number of days that quotes are valid from the created date. After quote validity period, if quotes are not purchased, they are set to state “Expired”. |
Expired Quote Discard Period (Days) | the number of days that the expired quotes will be discarded automatically by the system. |
Policy Automatic Emails | check box, if ticked, policy emails are automatically sent out after purchase. |
Quote Email Recipient Policy Email Recipient | two possible answers, “Seller’s Email” and “Customer’s Email”:
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Sales discount levels configuration:
| These are tied to Sales Discount permissions each of which is for a level.  For example: A user has “Sales discount level 2” permission, and the configured value for “level 2” is “30” as in the screenshot above. This user can only input a discount percentage up to 30% during quote acceptance.  |
Policy Summary Document Template | the selected document template is used |
Policy Summary Email Template | |
Shared Lookup |
