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Organization Settings tab / Document settings

🟥 Organization-specific billing settings make it possible to define individual conditions such as hourly rates and dunning procedures.

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By clicking on the Show document settings button, you can download a test document to check the effect of your settings.

Notion image

The following elements affect all project documents, including quotations, specifications and document templates.

Include title page
Documents are output with title page by default
Include table of contents
Documents are output with table of contents by default
Activate draft mode
Documents are provided with a large "DRAFT" watermark

Default contact person

Select a default contact person for this customer. All project documents (e.g. quotations) are addressed to this person by default.

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