Overview of Quote Preference form

Modify the default Salutation, Opening Message, and Ending Message you want to use on your quotes. You can always override these messages on individual quotes.

NOTE: You cannot modify the part of the salutation that reads “+ Customer Salutation + Customer Contact.” This will insert your customer’s name in the first line of the letter. The Customer Salutation and Customer Contact fields are picked up from entries you make for each individual customer.

• Quote Style: Choose a default style from the drop-down menu. The style options are specified by country.
• Quote Font: Select the font for PrintPoint’s quote reports from the drop-down menu. (NOTE: The selection you make here will also affect the text that displays on Purchase Orders.)
• Quote Rounding: Click and hold the pop-up button to select the method for rounding dollar amounts on your quotes. Monetary units can be rounded to Whole Dollars, to the closest 10 cents, or select Standard to round to 5 cent intervals.

• Estimate Display Filter: Click either the Est Back or the Days Back radio button and enter a number of days below the one you selected. The choice you make here will determine the estimates that display in the Estimate List View.
• Include Tax (ANZ only) Quotes & Invoice: Place a mark in the checkbox if you are using PrintPoint in Australia.
• Print CombiQuote Footer: Place a mark in the checkbox to print a footer line along the bottom of your quotes with your company name, telephone, and fax.
• Print Page Numbers on CombiQuote: Place a mark in the checkbox to print page numbers on your CombiQuote.
• CombiQuote Quantities and Totals can be modified: Place a mark in the checkbox to allow the Quantities and Totals in a CombiQuote to be modified.

LetterQuote Custom Headings: You can customize default headings for your LetterQuotes by entering your headings in the entry areas to the right of the default headings. If you leave any lines blank, PrintPoint’s default value will be used.