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Dooer Knowledgebase

Quote settings

This is documentation about the page Offertinställningar that you can reach by clicking Fakturering > Offertinställningar in the left sidebar. They control how your quotes look and what terms apply between you as a seller and your customer when you send a quote.

Sections on the page

You can find the following sections on this page:

Offertinställningar (Quote settings)

  • Förvald metod för godkännande (Default approval method)
    Specify if, by default, quotes should be approved via BankID or just by clicking Godkänn (Approve).

  • Förvald giltighetstid (Default validity period)
    Specify the number of days that should be the default validity period for quotes.

  • Förvald offertbeskrivning (Default quote description)
    Specify the default description that should be added to quotes.

  • Förvalt offertmeddelande (Default quote message)
    Specify the default message that should be added to quotes.

Avancerade inställningar (Advanced settings)

  • Nästa offertnummer (Next quote number)
    If you have an existing series of quote numbers when switching to Dooer Billing and want to continue creating quotes in the same number series, you can set a starting number for the next quote here.