Guide for Configuring the Penciling Tool in Admin Settings

Key Steps:

1. Access Admin Settings

• Navigate to the Admin's backend settings.
• Locate the section labeled 'Quoting & Penciling'.
• Choose between the classic quote configuration or the new Penciling tool.

• Click next to the Penciling option to enable it.
• Save your changes.

• Enter any necessary information for the Penciling tool.
• Ensure to fill out the required field for state tax as a default.

• Decide whether to turn on or off taxes and fee options.
• This will determine the visibility of required fields for users on the front end.

• Choose whether to roll negative equity into the balance.

• Set the default terms you wish to offer.
• Ensure these terms can be selected on the front end.

• Adjust settings to control what kind of output appears on your forms.

• After making all necessary configurations, ensure to save your settings.
  
  

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