Sales Settings

Configure pipeline stages, discount thresholds, e-signature, and quotation defaults.

Sales Settings control how quotations are numbered, which pipeline stages exist, when discounts require approval, and how e-signature links behave. Settings are accessible to workspace admins and users with the Sales Admin role.

Navigate to Sales > Settings or Settings > Modules > Sales.

General

Setting	Description
Default Currency	Currency pre-filled on new quotations (workspace default if not set)
Default Valid Until (days)	Number of days before a quotation expires; pre-fills the Valid Until field
Default PDF Template	Which template is selected by default when creating a quotation

Quotation Numbering

Configure how quotation reference numbers are generated:

Prefix — text prepended to every number (e.g., QU produces QU-0001)
Starting Number — the first number in the sequence
Padding — how many digits to zero-pad (e.g., padding 4 gives 0001)

Example: prefix QU, starting number 1, padding 4 → QU-0001, QU-0002, …

Pipeline Stages

Add, rename, reorder, and color-code the stages of the Sales pipeline.

Action	How
Add a stage	Click Add Stage, enter a name and color
Rename a stage	Click the stage name inline
Reorder	Drag stages up or down
Set as Won / Lost	Toggle the Won or Lost flag — affects analytics
Auto-update CRM deal	Enable Sync to CRM Deal on the Won/Lost stages to move the linked CRM deal automatically

Deleting a stage moves all deals in that stage to the preceding stage. You cannot delete the last Won or Lost stage.

Discount Approvals

Control when a quotation or order form requires manager sign-off before it can be sent.

Setting	Description
Enable Discount Approvals	Toggle on/off workspace-wide
Percentage Threshold	Any line item discount above this % triggers approval (e.g., 20)
Amount Threshold	Any total discount above this value triggers approval (e.g., €500)
Approvers	Assign by role (e.g., Sales Manager) or specific users

Both thresholds are evaluated — if either is exceeded, approval is required. Leave a threshold blank to ignore it.

E-Signature

Setting	Description
Enable E-Signature	Toggle native e-signature on/off workspace-wide
Require Authentication	Require recipients to verify their email before signing
Signature Link Expiry	Number of days before a signature link expires (default: 30)

Product Catalog

The product catalog used in quotation line items is shared with Finance. To add or edit products, go to Finance > Settings > Products. Changes appear immediately in Sales.

Sales Settings are accessible to workspace admins and users with the Sales Admin role.

Quotations — How settings affect quotation creation and sending
Pipeline — Stages configured here power the pipeline view
Order Forms — Approval chains configured here apply to order forms