Quotation settings: GST, numbering, terms and WhatsApp setup

Quotations → Settings holds two separate things on one page: the account-wide defaults every new quotation starts from, and the connection details that let "Send by WhatsApp" actually work. Both are one-time setup — after that, every quote just inherits them.

Quotation defaults

• Header identity — your website, GST number and IATA number, printed on every quotation PDF. (Logo and address come from Company Profile, not from here.)
• Quote-number prefix and default validity window (how many days a quote stays valid) and default currency.
• Default "prepared by" details — the consultant name, title, phone and email shown on the PDF, editable per quote when a different person is handling a particular client.
• Default cancellation policy and terms text, plus payment notes and a footer note.

Click to enlarge

Every field here is a starting point, not a lock — see Building a quotation: the 6-step wizard’s Terms step for how any single quote can override the default text.

Connecting WhatsApp

The same page has a WhatsApp Business section (jump straight to it from the "Go to WhatsApp settings" link in any quotation’s Send dialog). This connects your own WhatsApp Business API number so quotation PDFs can be sent as a document, not just by email.

1. Enter your Phone Number ID and WhatsApp Business Account ID from Meta Business Manager.
2. Enter your Access Token — this is stored encrypted and never shown again once saved.
3. Enter the name of a message template you have already created and submitted for approval in Meta Business Manager.
4. Click "Test connection" to confirm the credentials actually work, without sending a real message.
5. Click "Check status" to sync whether Meta has approved your template yet.