Controlling quoting functionality at an account or workspace level

Noosh allows you to control the availability of quoting at multiple levels depending on the your use-case. You can control it at the account level or at an individual workspace level. This gives you full control on who can create quotes and more importantly who can view the quotes as well.

There are multiple controls on how and when quoting is shown on NGE and client workspaces.

1. NGE SP account: When you setup an NGE account you have the ability to turn off quoting all together at the account level. Once this is done the entire account doesn’t show the Create quote button. Note: This doesn’t turn off quoting on the client workspace necessarily. If a quote is created on the enterprise SP account the client will see the quote.

To get to this functionality go into  Setup Cog-> Admin-> Account Settings -> Buying and Selling Settings

 2. NGE Client workspaces:  On every client account you can enable or disable quotes. This is done to help users control who sees quote on the client side. This is done at the workspace level

To enable/disable this functionality go to Workspaces->Overview -> enable disable quoting here

By default existing accounts (created before quoting was added have these options turned off). All new accounts will have quoting enabled.