Handles

Question form to fill in when losing a quotation: Select which form has to be filled out upon marking a quotation as lost.
Include pictures from this folder in PDFs: Here you choose pictures that always should be attached in the PDFs

Filename

The quotation filenames will be made up of the values of the selected fields: You can select which fields on the quotation object you want your quotations to be named after when sent to customers.

Tasks

Field Mapping

Map how field from the quotation will be copied to the task when creating a task: You can select which fields of the quotation, that will be copied over into which fields on the task, when a task is created from the quotation.