Settings
Manage your workspace configuration
Auto-calculate MRR
Automatically calculate monthly recurring revenue from line items
Require Approval for Discounts > 10%
Quotes with discounts over 10% require manager approval
Enable E-Signature
Allow customers to sign quotes electronically
Quote Viewed
Get notified when a customer views a quote
Quote Signed
Get notified when a quote is signed
Approval Requests
Get notified when someone requests your approval
Contract Renewals
Get notified 30 days before contracts expire
HubSpot CRM
ConnectedSync deals, contacts, and companies
Salesforce
Bi-directional opportunity sync
Stripe
ConnectedPayment processing and invoicing
QuickBooks
Accounting and revenue recognition
Slack
ConnectedNotifications and approvals
Two-Factor Authentication
Require 2FA for all team members
SSO (Single Sign-On)
Enable SAML-based single sign-on