Users
Escalation Chain
Approval Rules
System Defaults
Email & Settings
Roll Lengths
Sheets/Box
Visibility
Teams
App Info
Users & Roles
Click a row to expand/edit
| Name | Initials | Title | Roles | Level | Status | Last Login |
|---|
Escalation Chain
Automatic escalation when follow-ups are overdue
| # | Trigger (days overdue) | Escalate To | Linked Users | Notification | Description | Active |
|---|
Email Test Mode
Redirected emails will go to these addresses
Email Configuration
Must be a valid M365 mailbox with Graph API Mail.Send permission
These people will be CC'd on every quote email sent. Editable per-quote in the Send modal.
This is the default body text pre-filled when sending a quote. Users can edit it before sending. Use
{customer}, {quote_number}, and {program_ref} as placeholders.
Quote Defaults
Application Info
App Version
—
Fostek Quoting Tracker
Server Uptime
—
Database Status
—
Azure SQL
Server Status
—
Approval Rules
5-tier approval routing based on margin and quote value
| Tier | Name | Condition | Threshold | Approval Level | Auto? |
|---|
Rules are evaluated in tier order. The first matching rule determines the required approval level. Edit thresholds inline.
System Defaults
Default values pre-filled on new quotes (overridable per-customer)
Standard Roll Lengths
Standard roll lengths by production line, gauge, and packaging code. Used to suggest typical lengths when quoting line items and flag non-standard lengths for review.
| Material | Line | Gauge (mm) | Packaging Code | Length Min (ft) | Length Max (ft) | Notes |
|---|
Standard Sheets Per Box
Standard sheets per box by thickness. Used to auto-suggest sheet count when adding sheet line items and to calculate stack height for packaging validation.
| Thickness (mm) | Sheets Per Box | Box Style |
|---|
Data Visibility Rules
Control what each user can see. Scopes: all / team / own / quoted_only / none
| User | Customers | Quotes | Pricing | Follow-Ups | Reports |
|---|
Visibility Templates
| Name | Customers | Quotes | Pricing | Follow-Ups | Reports |
|---|
Teams