Configuring Quotes and Contracts Estimated Reading Time: 1 Minutes Configure instance-wide quote and contract settings from Settings > Sales & Orders > Quotes & Contracts. Quote Order Queues Under Available Order Queues, check each order queue that should be selectable on quotes. Payment Pre-authorization Settings Check Pre-authorize Credit Card when Quote is signed and Pre-authorize ACH Account when Quote is signed to hold a payment method as unavailable until the transaction clears. Check Reject order if pre-authorization fails to stop the order if pre-authorization doesn't succeed. Quote PDF Check Display Total Contract Value, Display Taxes on Quote PDF, and Display Countersignature to include each on the quote PDF. Quote Payment Options Check which payment methods clients can use to pay for quoted services: Credit cards, Check/Wire, Paypal, and ACH Account. Notification Emails Configure three email templates, each with its own From Name, From Email, Subject, and Body, per language: Quote Generated Email — sent to the client when a quote is ready for approval. Contract Approved Email — sent to the client confirming their signed contract. Owner Approved Email — sent to the quote's owner when the client signs. Click View Variables on any template to see the placeholders available for that email, such as ##quote_id## or ##contract_url##. Signatory Page Set Signatory Text, the text a client agrees to when signing a quote. Click View Variables to see the available placeholders. Saving Click Update to save all settings on this page.