{"id":21254,"date":"2026-10-21T11:07:17","date_gmt":"2026-10-21T09:07:17","guid":{"rendered":"https:\/\/guide.itscope.com\/?post_type=kb&p=21254"},"modified":"2026-10-21T11:09:37","modified_gmt":"2026-10-21T09:09:37","slug":"company-wide-settings","status":"publish","type":"kb","link":"https:\/\/guide.itscope.com\/en\/kb\/company-wide-settings\/","title":{"rendered":"Company-wide Settings"},"content":{"rendered":"\n
\"\"<\/a><\/figure>\n\n\n\n

Use the Settings tab to open the global quote settings. Changes to these settings apply to all quotes created from that point forward.<\/p>\n\n\n\n

General Listing Settings<\/h2>\n\n\n\n
\"\"<\/a><\/figure>\n\n\n\n

In the \u201cNumber Range\u201d section, define a custom starting number for the quote number. You also have the option to customize the quote number template according to your preferences.<\/p>\n\n\n\n

In the \u201cCustomization\u201d section, you can set the currency, default template, language, and tax jurisdiction for your offers.<\/p>\n\n\n\n

Link shortening allows you to shorten the secure offer links for your customers. If you shorten a link without a security prompt, the link could potentially be guessed by a machine, which could result in unauthorized access to the offer. (Low probability)
When using link shortening with a security prompt, the recipient\u2019s ZIP code is requested. Your customer must therefore enter their ZIP code to open the offer.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

The \u201cDefault Values\u201d settings section allows you to specify whether items in your quote should generally be marked as \u201cOptional,\u201d \u201cWith Data Sheet,\u201d \u201cAlready Selected,\u201d and\/or have an editable quantity.<\/p>\n\n\n\n

Using \u201cTrack Changes,\u201d you can control the visibility of your changes to your end customer, who can view them in the activity history.<\/p>\n\n\n\n

Create Templates for Quotes<\/h2>\n\n\n\n
\"\"<\/a><\/figure>\n\n\n\n

In the \u201cQuote Templates\u201d section, you can create multiple templates for headers and footers. These templates can be selected in the local settings of a quote and applied directly.
Changes made to a template take effect after editing and are applied to future quotes. Changes to the template are not applied to quotes that have already been created, sent, or edited.<\/p>\n\n\n\n

Set Up Email Delivery for Quotes<\/h2>\n\n\n\n
\"\"<\/a>
Standard-Template \u201epersonalisiert\u201c<\/figcaption><\/figure>\n\n\n\n

In the \u201cMail Template\u201d section, you can create multiple templates for the emails used to send your quotes on Iscope. You can select these templates when sending a quote, apply them directly, and customize them further for each email.
There are two default templates available to you that cannot be edited: the \u201cSimple Quote Email\u201d template and the \u201cPersonalized Quote Email\u201d template. The only difference between these templates is that the \u201cpersonalized\u201d template displays your logo in the email.<\/p>\n\n\n\n

If you decide to create a new template, it will be created for you. For each template, you can assign a name and select the \u201cPersonalized\u201d or \u201cSimple\u201d style (with or without a logo). You can then edit the text and insert placeholders such as first name ($firstName), last name ($lastName), the quote number ($quoteId), and the quote link ($quoteLink). You can also add images. You can preview the result. The template is saved automatically.<\/p>\n\n\n\n

\"\"<\/a>
eigenes Mail-Template<\/figcaption><\/figure>\n\n\n\n
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Template-Vorschau<\/figcaption><\/figure>\n\n\n\n

Print Template<\/h2>\n\n\n\n
\"\"<\/a><\/figure>\n\n\n\n

In the \u201cPrint Template\u201d section, set up a print template for your automatically generated quote PDF files. This ensures that the customer receives a quote in your format and with your design.<\/p>\n","protected":false},"excerpt":{"rendered":"

Use the Settings tab to open the global quote settings. Changes to these settings apply to all quotes created from that point forward. General Listing Settings In the \u201cNumber Range\u201d …<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"kbtopic":[],"kbtag":[],"class_list":["post-21254","kb","type-kb","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/21254","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb"}],"about":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/types\/kb"}],"author":[{"embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/comments?post=21254"}],"version-history":[{"count":2,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/21254\/revisions"}],"predecessor-version":[{"id":21262,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kb\/21254\/revisions\/21262"}],"wp:attachment":[{"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/media?parent=21254"}],"wp:term":[{"taxonomy":"kbtopic","embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kbtopic?post=21254"},{"taxonomy":"kbtag","embeddable":true,"href":"https:\/\/guide.itscope.com\/en\/wp-json\/wp\/v2\/kbtag?post=21254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}