Company Settings

Sales Rep Permissions

Control what information sales reps can see and modify

Configure how quotes and pricing are displayed

Lease Display Format

Quote Validity (days)

Type of Income

Profit Type

Uplift Type

Minimum Lease Amount ($)

Enable or disable platform features

Use Code for Quotes

Use One-Time Codes

Code Intro Message

Benefits Title

Benefit Items (shown on client quote)

No benefits added yet. Add up to 4 items to display on client quotes.

These appear as the 4 boxes at the bottom of the client quote. First 4 are shown.

Title & Description

No info blocks yet.