WindoorERP Documentation 19.0

Configure global Sales settings, custom email signatures, default validity, and margins

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Administers global sales policies in WindoorERP, including quotation validity durations, line-item Margins, PDF Quote Builder submittal packs, downpayment policies, and customized HTML email signatures with WhatsApp links.

Before you start

  • System Administrator access.

Steps

Sales global configuration settings panel

Important

Professional email signatures with direct WhatsApp chat links increase customer response velocity by over 50%.

  1. 01
    Open Sales › Configuration › Settings.
  2. 02
    Under Quotations & Orders, enable Quotation Templates, PDF Quote Builder, Margins, and set Default Quotation Validity (e.g. 30 days).
  3. 03
    Under Invoicing, select your default Invoicing Policy (Invoiced on Ordered quantities or Delivered quantities) and Down Payments product.
  4. 04
    To configure Custom Email Signatures: Open Preferences (user menu at top right), scroll to Email Signature, and design your rich HTML signature with professional credentials, direct WhatsApp links, phone extensions, and company registration IDs.
  5. 05
    Click Save to commit global sales configuration switches.

Common mistakes

  • Disabling Margins in settings, hiding cost visibility from sales managers during high-stakes contract negotiations.
  • Leaving default email signatures unformatted without official company contact numbers.

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