Settings ‹ Quotrova Live Demo

Company & branding

Shown at the top of every proposal your clients receive.

Company name

Logo

Address

Phone

Website

Brand colour

Proposal look

The default design and font for client proposals and printed PDFs. You can choose a different look on any estimate.

Classic Clean and formal, with a coloured top bar. Modern Bold coloured header, card sections and a highlighted total. Minimal Black and white with lots of space. Prints well.

Font

All fonts are included in the plugin, so nothing is loaded from Google.

Currency

Currency code

For example USD or BSD.

Symbol

For example $ or B$.

Symbol position

Decimals

Thousands separator

Decimal separator

Estimate defaults

New estimates start with these values. You can change them on each estimate.

Number prefix

Next number

Tax name

For example VAT, GST or Sales tax.

Tax rate %

Prices include tax

My prices already include tax (common for homeowner quotes in the UK, EU, Australia and New Zealand)

When on, tax is shown as "Includes VAT" under the total instead of being added on top.

Measurements

Sets which quantity calculator appears first and which sample items are loaded. Both systems stay available.

Default markup %

Used for lines without their own markup.

Overhead %

Contingency %

Import duty %

Applied to the cost of material lines.

Freight / delivery

Fixed amount, e.g. island delivery. Taxable.

Permit & inspection fees

Fixed amount. Not taxed.

Valid for (days)

Overhead & contingency on proposals

Your costs and markups are never shown to clients.

Deposit on acceptance

Payment schedule

Milestones should add up to 100%.

Default scope of work

Default terms & conditions

Offline payment methods

Shown to the client after signing. You record these payments yourself on the estimate.

Enabled

Emails & notifications

Send notifications to

Notify me when

A client opens a proposal
A client accepts, declines or requests changes

Proposal email subject

Proposal email message

Placeholders: {client} {company} {number} {title} {total} {link} {valid_until}

Data

Keep activity & email logs for (days)

Older entries are removed automatically once a day. Use 0 to keep them forever.

Delete all estimates, clients, items, logs and settings when the plugin is deleted