15.1 - Introduction Quotation Settings

Previously we’ve looked at how to create a quotation and how to create quotation templates. In this module we will go over some of the Elfsquad settings, to create a quotation Workflow that suits your liking. 

There are a lot of possibilities in Elfsquad to design your own workflow. Maybe you want to set different kind of buttons in your quotation overview. With the quotations workflow, you can decide what actions can be performed within your Quotations workflow

Maybe you want to set some 'Required fields' in which the user has to fill in specific fields before the he/she can go to the next step of the Quotations Workflow.

In the upcoming Module we are going to look at:

• Allowed seller quotations actions - A setting in which you can determine what Quotations Actions are allowed for seller accounts

• Required fields - How to Configure which fields are required to fill on the quotation overview

• The workflow matrix - How to create a quotation workflow that suits your needs

• Other quotation settings - Every other important quotation setting