Proposal

On the Proposal settings page you define how proposals (quotations) are created and printed in X4fleet. Here you store the VAT number, select the report template for the proposal output, control the automatic assignment of proposal numbers and determine which calculation information appears on the proposal. The page is aimed at administrators and users with the corresponding permissions.

Note: The Proposal area is only available if the Proposal module is activated for the mandant and you are in the main group. The tab is not shown in subgroups.

1. Navigation

You reach the proposal settings via the Settings and the Proposals tab there.

Changes are applied via the save function of the settings page and apply to the current (main) group.

2. VAT number

In the VAT number field you enter the VAT number that is printed on the created proposals.

1. Enter the desired VAT number in the free-text field.
2. Save the settings.

The stored number is then automatically shown on every newly created proposal.

3. Report template for proposals

Using the Report template selection field you determine which template proposals are displayed and printed with. This controls the layout and structure of the proposal document.

1. Click in the selection field and start typing.
2. Select the appropriate report template from the suggestion list that appears.
3. Save the settings.

The selected template is used for all newly created proposals.

Note: Only the proposal report templates enabled for the mandant are available for selection. If no suitable template is available, contact your administrator or support.

4. Generate proposal number automatically

With the Generate proposal number automatically checkbox you specify that new proposals are automatically assigned a sequential number.

• Activated: Every new proposal automatically receives a number based on the configured sequential numbering (see section 5).
• Deactivated: No automatic number is assigned; the proposal number must be entered manually.

Activate the option and save the settings in order to use the automatic numbering. The configuration of the sequential numbering only takes effect when this option is activated.

5. Sequential proposal numbering

If automatic numbering is activated, you define here the structure and the start value of the automatically generated proposal numbers.

1. Enter the desired start value for the numbering.
2. In the format template, define the desired format of the proposal number.
3. Save the settings.

New proposals are then assigned their number according to the defined format, starting at the specified start value. The current value is for information only and indicates which number was last assigned.

Note: This configuration is only relevant if the Generate proposal number automatically option is activated.

6. Calculation information on the proposal

With the following checkboxes you control whether the calculation information points (POIs) are displayed on the proposal:

Activate or deactivate the respective checkbox as needed and save the settings. The options can be set independently of one another, so that you can specifically determine the level of detail of the calculation shown on the proposal.

7. Notes

• All settings on this page apply to the mandant's main group and affect the proposals created afterwards.
• The Proposal tab is only visible when the proposal module is active and in the main group.
• Changes are only applied after the settings have been saved.