Documentation / Sales, Quotations & Commercial Contracting PDF Quote Builder, Templates & Global Settings Updated 2026-08-28 Copy link Print In this section Design standardized Quotation Templates with pre-configured window lines and terms Creates reusable quotation templates tailored to specific project types (e.g… Configure PDF Quote Builder, dynamic PDF form fields, and architectural submittal packs Configures the enterprise PDF Quote Builder engine to assemble high-end… Configure automated sales Activity Plans for standardized quote follow-up workflows Establishes standardized post-quotation follow-up workflows (e.g., 'Quotation… Define specialized sales activity types, reminder actions, and automated templates Configures granular sales activity categories (e.g. Profile Sample… Configure global Sales settings, custom email signatures, default validity, and margins Administers global sales policies in WindoorERP, including quotation validity… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo