Quotation Configuration
Save reusable quotation text once. Lead-specific recipient details will still come from staff/customer data on each lead.
Default Quotation Details
Use quantity placeholders in scope if needed. They will be replaced from the quotation form.
Dynamic Quotation Fields
Add extra fields that should appear on every partner quotation form and quotation PDF.
To / Recipient Details are not saved here. Customer name, phone, and address will be filled from the staff-authorized lead details.