Estimate standards

Once the user has already created the appropriate price detail styles, it is possible to select those styles in the estimate or set them as default for all new estimates.

Go to Sales > Records > iQuote > Commercial > Estimate standards.

Under General default tab, select Price Detail Style to be the default one for all estimates.

You can also use the price detail style in the exceptions:

In Estimate standards, go to the Exceptions tab.

Click New.

Define the product line, customer and/ or company to filter as exception.

Click under Price Detail Style to select the appropriate option.

Click Save.

Note: Use the Exceptions tab to assign a price detail style to a specific customer that has special demands for negotiation, for example.