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Quotrum

Configuration

Overview

Quotrum is designed to work great out of the box, but you can customize it to match your workflow and branding. This guide covers essential configuration options.

Accessing Settings

Open Settings from:

  • The main menu: Quotrum → Settings (macOS) or File → Settings (Windows/Linux)
  • The gear icon in the top-right corner
  • Keyboard shortcut: Ctrl+, (Windows/Linux) or Cmd+, (macOS)

General Settings

Application Preferences

Theme

  • Light, Dark, or System (follows OS preference)
  • Default: System

Language

  • Currently supports English
  • Additional languages coming soon

Default View

  • Dashboard or Quote Library
  • What you see when launching Quotrum

Auto-save Interval

  • 30 seconds to 5 minutes
  • Default: 60 seconds

Notifications

Control when Quotrum notifies you:

  • Quote saved successfully
  • Catalog updates available
  • Team member comments (Professional/Enterprise)
  • Price changes affecting open quotes

Company Profile

Basic Information

Configure your company details used in proposals:

  • Company Name - Appears on all exports
  • Legal Name - Optional, for contracts
  • Address - Physical address
  • Phone - Main contact number
  • Email - Default reply-to address
  • Website - Your company website

Branding

Upload your visual identity:

Company Logo

  • PNG or SVG format
  • Max size: 2 MB
  • Recommended: 400x100px
  • Used in PDF proposals and email signatures

Color Scheme (Professional/Enterprise)

  • Primary brand color
  • Accent color
  • Applied to PDF exports

Tax Settings

Configure tax calculation:

  • Default tax rate (%)
  • Tax display (inclusive or exclusive)
  • Tax ID/registration number

User Preferences

Personal Information

  • Display name
  • Email address
  • Phone number (optional)
  • Time zone
  • Date format
  • Currency format

Quote Defaults

Set defaults for new quotes:

Pricing Defaults

  • Default term length (12, 24, 36 months)
  • Default discount % (if any)
  • Show MRC, NRC, or both
  • Include installation by default

Site Defaults

  • Default country/region
  • Default service level (standard, premium)
  • Default backup type (none, 4G, etc.)

Export Defaults

  • Default export format (PDF, Excel)
  • Include technical details
  • Include terms and conditions
  • Page size (Letter, A4)

Catalog Configuration

Catalog Management

Access catalog settings to:

  • View available service types
  • Update pricing (Professional/Enterprise)
  • Add custom services (Professional/Enterprise)
  • Configure validation rules (Enterprise)

See Catalog Management for detailed instructions.

Price Update Notifications

Choose how you’re notified of catalog changes:

  • Email notification
  • In-app notification
  • Weekly digest
  • Require manual approval (Enterprise)

Team Settings (Professional/Enterprise)

Team Members

Manage your presales team:

Add Team Members

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter their email
  4. Assign role (Member or Admin)
  5. Click Send Invitation

Roles

  • Admin - Full access, can manage team and settings
  • Member - Create and manage quotes, limited settings access
  • Viewer - Read-only access (Enterprise only)

Collaboration

Configure team collaboration features:

  • Quote sharing and assignment
  • Comment notifications
  • Activity feed
  • Quote approval workflow (Enterprise)

Integration Settings (Enterprise)

CRM Integration

Connect to your CRM:

  • Salesforce - Sync opportunities and quotes
  • HubSpot - Create deals from quotes
  • Custom - API integration

Setup:

  1. Go to Settings → Integrations
  2. Select your CRM
  3. Authenticate with your CRM credentials
  4. Choose sync options (one-way or two-way)

API Access

Generate API keys for custom integrations:

  1. Go to Settings → API
  2. Click Create API Key
  3. Name the key
  4. Set permissions (read-only or read-write)
  5. Copy and secure the key (shown once)

See API documentation at docs.quotrum.com/api

Security Settings

Password and Authentication

Change Password

  1. Go to Settings → Security
  2. Enter current password
  3. Enter new password (minimum 8 characters)
  4. Confirm new password

Two-Factor Authentication (Professional/Enterprise) Add an extra layer of security:

  1. Enable 2FA in Security settings
  2. Scan QR code with authenticator app
  3. Enter verification code
  4. Save backup codes

Single Sign-On (Enterprise) Configure SSO/SAML:

  1. Contact support for SSO setup
  2. Provide IdP metadata
  3. Test SSO configuration
  4. Enable for all team members

Data and Privacy

Data Storage

  • Cloud sync enabled/disabled
  • Local-only mode (offline)
  • Data retention period

Export Your Data Download all your quotes and configurations:

  1. Go to Settings → Data
  2. Click Export All Data
  3. Choose format (JSON or CSV)
  4. Download archive

Delete Account Permanently delete your account and data:

  1. Go to Settings → Security
  2. Scroll to Delete Account
  3. Confirm deletion
  4. All data removed within 30 days

Advanced Settings

Performance

Optimize for your hardware:

Cache Size

  • Small (500 MB)
  • Medium (1 GB) - Recommended
  • Large (2 GB) - For large catalogs

Startup Behavior

  • Open previous session
  • Start fresh
  • Open specific view

Backup and Restore

Automatic Backups

  • Enabled by default
  • Daily backup of quotes and settings
  • Stored locally in Documents/Quotrum/Backups

Manual Backup

  1. Go to Settings → Backup
  2. Click Create Backup
  3. Choose location
  4. Backup file includes all quotes and configuration

Restore from Backup

  1. Go to Settings → Backup
  2. Click Restore
  3. Select backup file
  4. Confirm restoration

Keyboard Shortcuts

Customize shortcuts for common actions:

  • New quote
  • Save quote
  • Export quote
  • Open settings
  • Search quotes

Default shortcuts listed in Settings → Keyboard.

Troubleshooting Configuration

Settings not saving

If settings don’t persist:

  1. Check file permissions in your user directory
  2. Disable antivirus temporarily to test
  3. Try resetting to defaults
  4. Contact support if issue persists

Can’t access Team settings

Team features require Professional or Enterprise:

  • Check your subscription in Settings → Account
  • Upgrade your plan to access team features

Integration not working

For integration issues:

  1. Verify credentials are correct
  2. Check API rate limits
  3. Review integration logs in Settings → Integrations → Logs
  4. Contact support with log details

Next Steps

With Quotrum configured: