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”.
Fields | Description |
|---|---|
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”:
|
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 |
