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”:

• If “Seller’s Email” is selected, emails are sent to the user who creates the quotes/policies.

• If “Customer’s Email” is selected, the recipient is the customer to whom the quotes/policies belong.

Sales discount levels configuration:

• Sales Discount Level 1

• Sales Discount Level 2

• Sales Discount Level 3

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

Policy Summary Email Template

It uses the selected document/ email template to generate policy summary documents/ emails. This is at the system level, not the product level.

Policy Termination Email Template

It uses the selected email template to generate termination email. This is at the system level, not the product level.

When clicking on this, the drop down list of available email templates will be shown to reselect the default termination email template.

Quote Summary Document Template

Quote Summary Email Template

It uses the selected document/ email template to generate quote summary documents/ emails. This is at the system level, not the product level.

Shared Lookup

The shared lookup data can be used in any product. Examples are TaxRates, PostCodeToCountyMapping, City, etc.