Quote Defaults
What Settings → Sales → Quote Defaults controls: default deposit, validity period, price breakdown, call-out rates, and the template used for defect and remedial quotes.
Last updated: 26 August 2026
Availability
Roles: Super Admin, Admin
30-Second Version
Settings → Sales → Quote Defaults controls what a brand-new quote starts with when no template is used: the default deposit, validity period, price breakdown style, and whether call-out rates are shown. It also controls which quote template supplies those settings for quotes raised from defects.
Nothing here locks anything in — every one of these can still be changed on an individual quote before you send it. Quote Defaults just decides where a new quote starts.
Quote Defaults vs Quote Templates
These are two different pages that both shape a new quote, which is easy to mix up:
Quote Templates (Settings → Sales → Quote Templates) are reusable starting points — line items, terms and conditions, wording, and their own validity/deposit/call-out settings — that you pick explicitly when creating a quote, or that get applied automatically for defect quotes (see below).
Quote Defaults (this page) is what a quote falls back to when no template applies. See the Quote Templates section of the Quotations guide for the template side of this.
Need More Help?
If you're stuck or need assistance, our support team is here to help.