# Sales settings

**Sales → Settings** has five tabs, in this order: **Quotes**, **Invoices**, **Libraries**, **Documents**, **Templates**.

## Quotes

- **Acceptance** — **One click** shows the customer an Accept and a Decline button; **Drawn signature** has them sign on the quote page, and an accepted quote is then labelled **Signed** with a second PDF carrying the signature.
- **When a quote is accepted** — **Create a draft invoice**, or **Create an order**. The order option only appears with the Webshop module enabled; without it, only the invoice option is offered.
- **Default validity (days)** — fills in **Valid until** when you send a quote without one set.
- **Default introduction** — pre-fills a new quote's introduction text.
- **Terms** — the terms text printed on a quote. It is snapshotted onto the quote the moment you send it, so editing it here never changes a quote that was already sent.

### Quote requests

With the Webshop module enabled, the **Quotes** tab also carries the **Quote requests** card (it used to live under **Webshop → Settings → Cart**). It lets shoppers request a quote instead of checking out directly, and sets when that kicks in. Incoming requests appear on the [Quotes screen](/docs/sales/quotes) with the origin **Storefront request**. The card has its own **Save** button.

| Field | Description |
| --- | --- |
| Enable quote requests | Switch. While it is off, a product or configurator choice set to **Quote only** still checks out directly. |
| Cart total threshold | Carts at or above this total trigger a quote request. Leave empty to skip this rule. |
| Cart quantity threshold | Carts with this many items or more trigger a quote request. Leave empty to skip this rule. |
| Quote link URL template | The URL the customer receives to view their offer, for example `https://shop.example.com/quote/{token}`. Must contain the `{token}` placeholder; leave empty to use the default storefront quote link. |

Two more things send a cart into the quote flow: a product whose **Purchasability** in its [Quote section](/docs/products/index#quote) is **Quote only**, and a customer in a contact group with **Always require a quote** switched on (see [Contact groups](/docs/customers/index#contact-groups)). If you run a custom storefront, the quote flow it implements against these settings is documented in the [quote requests API reference](/api/orders-and-quotes/quote-requests).

## Invoices

- **Payment term (days)** — the due date is the issue date plus this many days.
- **Footer note** — pre-fills a new invoice's footer note.

## Libraries

Two tabs, **Lines** and **Scope items**. Both list entries added automatically the first time you use them on a document — there is no manual "add to library" step. Edit a label or unit price (lines) or a category or label (scope items) in place; removing an entry only stops it from being suggested, it leaves documents that already used it untouched.

## Documents and Templates

Which template each document kind uses, and the templates themselves — see [Templates](/docs/sales/templates).

## Who can change what

**Default validity (days)**, **Terms**, **Payment term (days)** and **Footer note** are stored on your business profile and can only be saved by the account owner; everyone else sees them disabled with a note explaining why. **Acceptance** and **Default introduction** can be changed by anyone with access to Sales settings. See [Business profile](/docs/workspace/settings#business-profile) for the rest of what lives there.