Follow

How can I set default options for myself?

How can I set default options for myself?

You can set Preferences for yourself to default options on your configurations, and to default pricing markups or discounts. Preferences are found in Tools > User Preferences. Defaults set here will be used on every future quote you create.

If you want to set a preference for your quote, use the Finish and Copy button as you move from one line to the next, and all of the options from your previous line will be copied to the next.

Was this article helpful?
0 out of 0 found this helpful