Table of Contents
6.1 Quote ID Format #
Customize how quote IDs are generated.
Options:
- Prefix (example: QZ-)
- Auto-increment number
- Suffix (example: -Quotezic)
Preview is displayed before saving.
6.2 PDF Template #
Generate professional PDF quotes to send customers.
Customize:
- Branding
- Logo
- Layout
- Quote information display
6.3 Email Notifications #
Configure email notifications for:
- Admin (new quote received)
- Customer (confirmation email)
- Quote updates
- Status changes
6.4 Sync Data #
Control how quote data syncs with:
- Draft orders
- Shopify orders
- Customer records
