ABSS CRM · Settings

Quotation Configuration

Quotation Configuration holds two things: one tick box that decides whether every quotation must start from a lead, and the list of reasons your team picks from when a quotation is rejected.

Who it's for: Anyone who sets how quotations are started and rejected
Where to find it: SettingsQuotation Configuration
What you need: Access to Settings

Quotation Configuration walkthrough

Coming soon

What you can do here

Decide whether a quotation can be started on its own, or only from a lead.
Keep one list of reasons for rejecting a quotation.
Add a reason before anyone needs it.
Reword a reason, or delete one that no rejected quotation uses.

Before you start

Where the screen is: Open Settings with the gear icon at the top of the screen. Then choose Quotation Configuration under Setup & Configurations, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
Who sees it: Quotation Configuration is listed for everyone who can open Settings. No separate permission is needed.
Nothing else: The list of reasons can start empty. A reason typed while rejecting a quotation is added to it for you.

Note: This screen is not the Quotation Configuration button on the Add Quotation form. That button sets quotation numbers and the default Terms & Conditions. See Quotations.

Require a lead for every quotation

Turn this on when you want every quotation tied to a lead, so the lead's history always shows the offer you made.

Open Quotation Configuration
Go to Settings → Quotation Configuration.
Tick Required Lead for Quote Creation
Untick it to let quotations be started on their own again.
Choose Save Configuration
The change applies to the whole company straight away.

Warning: While the box is ticked, Add on the Quotations list is turned off for everyone. A quotation can only be started with Convert To Quote on a lead.

Add a rejection reason

Add the reasons your team uses most, so they can pick one instead of typing it each time.

Choose Add Reason
The button is on the Rejection Reasons List, under Quotation Rejection Reasons. It opens a window titled Add Rejection Reason.
Type the Rejection Reason
The field is required and takes up to 500 characters. Write it the way you want it to read on the quotation.
Choose Save
The reason is added to the end of the list. Cancel closes the window without saving.

Tip: You can also add a reason while you work. In the window that opens for Mark As Rejected, type a new reason and choose it. It is saved to this list.

Edit or delete a reason

Each reason is one row, with two icons at the end. An empty list shows: No rejection reasons configured.

Edit Reason: The pencil icon on the row. The window opens as Edit Rejection Reason with the current wording. Change it and choose Save.
Delete Reason: The bin icon on the row. CRM asks: Are you sure you want to delete this rejection reason? Choose Yes to delete it, or No to keep it.

Warning: A reason that is already used on a Rejected quotation cannot be deleted or reworded. CRM shows: Cannot remove some reasons as they are already used in quotes.

See what each setting changes

Both settings act on Quotations and nowhere else.

Setting	What it changes	Where
Required Lead for Quote Creation, ticked	Add on the Quotations list is greyed out. Hover over it and CRM says: Your company requires a lead to create quotations. Add a quotation from a lead instead. Opening a new quotation any other way shows the page Create from Lead required, with a Go to Leads button.	New quotations. Use Convert To Quote on a lead to start one.
Required Lead for Quote Creation, not ticked	A quotation can be started from the Quotations list or from a lead.	New quotations.
Quotation Rejection Reasons	The reasons offered in the Rejection Reason field when you choose Mark As Rejected.	Quotations, on the list and on the quotation's own page.

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Two parts, saved separately	Save Configuration saves the Required Lead for Quote Creation tick box. Each reason is saved as soon as you choose Save in its window, or Yes when deleting.
Required lead	It applies to starting a new quotation. Quotations you already have are not changed, and you can still open and edit them.
Reason text	Required, up to 500 characters. Two reasons cannot have the same wording.
Reasons in use	A reason already used on a Rejected quotation cannot be deleted or reworded. CRM shows: Cannot remove some reasons as they are already used in quotes.
Reasons added from a quotation	A new reason typed while rejecting a quotation joins this list automatically.
Not set here	Quotation numbering and the default Terms & Conditions are set from the Quotation Configuration button on the Add Quotation form, not on this screen.
ABSS Books	If your company also uses ABSS Books, the rejection reasons are the same list Books uses for its quotes. Required Lead for Quote Creation is a CRM setting.
View-only mode	While your subscription payment is overdue and CRM is view-only, the tick box, Save Configuration, Add Reason, Edit and Delete are greyed out.