Admin

Users

Escalation Chain

Approval Rules

Manual Quote Approvers

Customer Links

Quote Defaults

System Defaults

Email & Settings

Roll Lengths

Sheets/Box

Visibility

Teams

Boilerplate Terms

Special Notes

Req. Flags

Adhesives

App Info

Users & Roles

Click a row to expand/edit

Name	Email	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

Test mode

Test email addresses

Redirected emails will go to these addresses

Email Configuration

From address

Must be a valid M365 mailbox with Graph API Mail.Send permission

Default CC recipients

These people will be CC'd on every quote email sent. Editable per-quote in the Send modal.

Default email body template

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.

Customer Links Link quoting customer names to Fuse customer identities

Suggested Links

Load suggestions to see likely customer links.

Click Refresh to load suggested links.

Search local and Fuse customers

Local quoting customers

Search to find local customer records and legacy aliases.

Fuse customers

Search to find Fuse customer records.

Select one local customer and one Fuse customer to link them.

Linked records keep the old local name as an alias for search, but display the Fuse name going forward. This does not delete or merge quote history.

General Defaults

Default lead time

Quote valid days

PDF Boilerplate

These values appear on every quote PDF. Changes take effect on the next generated PDF.

Render order in the Notes section:
1. Auto-generated lines (valid days, terms, FOB, lead time, color, RMA, packaging, payment basis)
2. Static Note Lines (admin-configured below)
3. Quote-specific extracted / custom notes (from AI extraction or manual entry)
4. Disclaimer Bullets (admin-configured below)
5. Footer Special Notes (admin-configured below)

FOB Location

Default Packaging Description

Static Note Lines (one per line, after packaging)

Footer Special Notes (one per line)

Disclaimer Bullets (one per line — these appear as arrow bullets before the Conditions of Sale)

Terms & Conditions PDF

Upload a T&C PDF to replace the built-in Conditions of Sale pages. If set, the uploaded PDF is appended after the quote pages instead of the hardcoded text.

No custom T&C PDF uploaded — built-in Conditions of Sale in use.

Upload T&C PDF

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.

Manual Quote Approvers Active Approver+ users selected here receive manual quote approval requests

Only active users with role level Approver or Admin are eligible. Full Test Mode redirects these emails to the test address.

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.

Filter:

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

Apply Template:

User	Customers	Quotes	Pricing	Follow-Ups	Reports

Visibility Templates

Name	Customers	Quotes	Pricing	Follow-Ups	Reports

Teams

Boilerplate Terms Per-quote-selectable standard terms library. Drag rows to reorder.

Standard terms available for selection on each quote. Distinct from the fixed Conditions of Sale block on every PDF.

Add New Term

Label

Add User