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Sales and Document Settings

The defaults that shape your bids and documents live in the Sales & Documents group of the settings menu: Document Setup, Bid & Estimate Defaults, Templates, Product Catalog, and Lead Pipeline. Open any of them from Settings.

Document Setup settings showing the document style choices, accent color, footer, defaults for new bids, and a live preview of a proposal

Document Setup

Section titled “Document Setup”

How every generated document looks – proposals, change orders, invoices, pay applications, and daily reports – and how it is numbered:

  • Document style – Ledger, Modern, or Marquee.
  • Accent Color and Footer text.
  • Defaults for new bids – show the customer Total only, Line items, or the Full breakdown, and whether quantities and unit prices print.
  • Currency Display – round customer-facing amounts on bids and change orders to whole dollars.
  • Document Numbering – a Prefix, Starting number, and zero-padding for bids, projects, and invoices.

A Live Preview shows a sample proposal as you change the style. Your company name, logo, tagline, and contact details come from Company profile.

Bid & Estimate Defaults

Section titled “Bid & Estimate Defaults”

Defaults applied to every new bid:

  • Default Bid Rates – Margin, Commission, and Company OH, pre-filled on each new estimate.
  • Bid Validity & Terms – the default validity in days, the estimator SLA (how many days a draft bid without a due date can sit before the board warns you), and the default terms and conditions text.

Templates

Section titled “Templates”

Reusable content, on four tabs:

  • Email – email templates for bids, change orders, pay apps, and invoices, used by the send dialogs.
  • Bid terms – Payment Terms and Terms & Conditions clause libraries to apply on a bid.
  • CSV import – CSV import templates that map a supplier spreadsheet into a bid.
  • Project – reusable phase-and-task structures. See project templates.

Product Catalog

Section titled “Product Catalog”

Product Categories group your product catalog, including parent and child categories. Default Tax Rates for New Products set the purchase and sales tax pre-filled on new products, per category.

Lead Pipeline

Section titled “Lead Pipeline”

Lead Pipeline Stages – add, rename, reorder, and color your sales stages, and mark which stages count as Won or Lost. These stages drive the CRM pipeline board.

What’s next

Section titled “What’s next”