Fergus gives you the flexibility to customise your quotes and estimates to meet your specific needs. Adjusting these settings gives you control over the information and appearance of your Quotes and Estimates, ensuring they are professional and aligned with your brand.

To access your quoting settings, simply follow these easy steps:

In this quoting settings section, you will see the options to customize your quoting preferences. Here, you can specify the default expiration date for your Quotes and Estimates, ensuring that clients know how long the offered terms are valid. This feature helps you manage your proposals effectively and maintain communication clarity.

In the email settings for managing quotes and estimates, you can determine whether your end customer will receive an email confirmation when a quote is accepted manually. This feature allows you to enhance communication with your clients by ensuring they are promptly notified about the acceptance of a quote, even when they have not explicitly accepted it via email themselves.

On this page, you can personalise the appearance of your quotes and estimates by designing multiple templates that reflect your brand's unique identity. This allows you to present a polished and professional image to your clients. Once you create a new template, you will be able to see the following controls:

Fergus empowers you to fully customise your quotes and estimates, allowing you to tailor them to your unique requirements. By fine-tuning these settings, you gain control over the content and design and elevate your brand’s presence. Creating personalised templates is an effective strategy to highlight your brand’s individuality. This enhances your professional image and ensures you make a lasting impression on your clients.