What are Quote Settings?
Quote Settings let you define how Quotes behave across your entire account.
Instead of adjusting each Quote manually, you can set business-wide rules for:
When Quotes expire
Whether payment is required upon acceptance
What customers see when accepting a Quote
Default Terms & Conditions
Automatic reminder timing
Live calendar visibility
Quote numbering
These settings apply to all new Quotes unless you override them individually.
To access: Settings → Operational Settings → Quotes
Main Quote Settings Explained
Are your Quotes typically jobs?
This setting helps define whether accepted Quotes are treated as:
Simple bookings
Or longer jobs that may require scheduling adjustments
In simple terms, we define a job as a service which spans over multiple days and/or requires more than one visit.
Display live availability calendar
If enabled, customers will see your entire team's live availabilities when accepting a Quote.
If disabled, customers can still select a date & time but without real-time availability.
Require payment when customer accepts a Quote
If enabled: Customers must pay when they click “Book & Buy Now”.
If disabled: The booking is created without immediate payment.
Highly recommended if:
You require upfront deposits
You’ve had last-minute cancellations
Quote Accept Button Text
Customize the text customers see when approving the Quote.
Default: Book & Buy Now!
You can change this to match your tone, such as:
Accept & Pay
Confirm Service
Approve Quote
Default Days Before a Quote Expires
Controls how long Quotes remain valid.
Default: 7 days
After this period:
Quote status becomes Expired
Customer can no longer accept it
You can still override expiration on individual Quotes.
Last Quote Number
Controls your sequential Quote numbering.
Use this if you want consistent numbering records
Default Terms & Conditions
This section defines the Terms that appear on all Quotes.
Examples:
Payment must be made in advance
Cancellation requires 24-hour notice
Deposits are non-refundable
Important:
These Terms also apply when requesting digital signatures on Quotes.
Max length: 2048 characters.
Learn more: Digital Signature on Quotes
Quote Notifications
Below the main settings, you can configure:
Open Quote Reminder
Automatic reminders sent while a Quote is still open.
Open Quote Expiring Warning
Detailed Article on : Why adding Expiration warning might be important for your business and How to modify expiration settings for Quotes?
When a Quote stays open too long, customers may delay decisions, forget about it, or try to accept it after pricing or availability has changed. Expiration settings help you:
Set clear expectations for how long a price is valid
Encourage customers to respond on time
Avoid last-minute acceptances for outdated Quotes
Automatically follow up before a Quote expires
By customizing expiration rules, you stay in control of when Quotes expire and when customers are reminded, without manual follow-ups.
These are warnings sent before a Quote expires. You can:
Add multiple reminder intervals
Send via email and/or SMS
Customize timing
If no expiration warnings are set:
Quotes will move directly from Sent → Expired
When Should You Review Quote Settings?
You should revisit this page if:
Customers delay accepting Quotes
You experience cancellations before appointments
You want deposits collected automatically
You update your cancellation policy
What Happens After Changing Settings?
New Quotes will follow your updated rules
Existing Quotes keep their original configuration
Reminder timing updates apply moving forward
What Most Businesses Do Next
After configuring Quote Settings, businesses typically:
Enable automatic reminders
Require payment upon acceptance - Connect Stripe
Add strong cancellation terms
Enable signature requests for high-value jobs