Fostek Quoting
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Escalation Chain
Approval Rules
Manual Quote Approvers
Customer Links
Quote Settings
Quote PDF
Special Notes Library
Version Pins
System Defaults
Email & Settings
Roll Lengths
Sheets/Box
Visibility
Teams
Feasibility positions
Req. Flags
Adhesives
App Info
Users & Roles
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NameEmailInitialsTitleRolesLevelStatusLast Login
Escalation Chain Automatic escalation when follow-ups are overdue
#Trigger (days overdue)Escalate ToLinked UsersNotificationDescriptionActive
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 PDF Everything that prints on every quote, in the order it prints
Edits here do not change a quote that has already been issued. A quote is version-pinned the moment it is approved: it reprints with the boilerplate it went out with, whatever is saved here later. Quotes still in progress track these values and will pin when they are approved. Quotes issued before pinning existed have no record of what was in force, so they still reprint with today's values — see Version Pins.
What every quote prints
Live sample — resolved by the same code that prints your PDFs, using today’s saved settings and a sample customer with nothing on file, so every default shown is what would actually print. Layout is approximate; the wording is exact.
Contract lines print in the two-column strip at the top of Notes
Printed on every quote PDF and stated in the covering email.
Most quotes never print this value. Nearly every customer carries their own terms from Fuse (386 of 386 at last count; 107 aren’t “Net 30”). This fills in only when the quote and the customer both have none. Change a customer’s terms on Customers.
The FOB point printed on every quote PDF. No per-customer override reaches the PDF today.
New quotes are stamped a lead time at creation (System Defaults). This fills in only when a quote carries none — mostly older quotes. Leave it blank and the PDF prints Fostek’s built-in wording instead; it is never printed blank.
Packaging line used when a line item has no packaging of its own
Used when neither the quote’s Packaging section nor the line item supplies one. Leave it blank and the PDF prints Fostek’s built-in wording instead — it is never printed blank.
CSR manual quotes are the exception. They print only the packaging their line items carry, and never fall back to this page.
Standard text printed verbatim on every quote, one line per row
One per line. Notes typed on a quote itself print between these and the disclaimer bullets.
One per line. These print as bullets.
One per line. Leave it empty and no Special Notes section prints at all — unlike the fields above, this one has no built-in wording to fall back to.
Conditions of Sale Read-only · controlled document
Terms are not edited here. The Conditions of Sale printed on every quote are a controlled document. Revision control is moving to the quality-tracker document vault, and this screen shows what is in force so you can read it without generating a PDF. There is deliberately no upload or edit control on this page.
Open the Quality vault — terms are a controlled document, so viewing and revising them happens there rather than here. The Conditions of Sale have not been adopted into the vault yet; the text below still comes from the quote generator.
Checking which Conditions of Sale are in force…
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Published from the quote PDF generator by scripts/build-conditions-of-sale.js. If this text and a printed quote ever disagree, the printed quote is right — report it rather than editing around it.
Special Notes Library Reusable quote copy. CSRs may add new notes during intake; editing/retiring requires Customer Service Lead+.
Saved notes available for selection on any quote. Adding a duplicate note during intake returns the existing entry instead of inserting a copy.
Add New Note
Version Pins Issued quotes whose boilerplate has changed since they went out
An approved quote is a document a customer is holding. It is pinned at approval and reprints with the FOB, validity, terms, lead time, packaging, notes, disclaimers and Conditions of Sale it went out with. When the current defaults drift away from a pinned quote it is listed below with the exact differences. Re-pinning is never applied for you — it restates what the customer was told, so it is a decision, and it is recorded on the quote.
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Application Info
App Version
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Fostek Quoting Tracker
Server Uptime
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Database Status
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Azure SQL
Server Status
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Approval Rules 5-tier approval routing based on margin and quote value
Pause approval rules
When on, the tiers below are ignored: every quote needs one approval from a Quote Approver, and approving your own quote needs a reason. L5 only.
TierNameConditionThresholdApproval LevelAuto?
Rules are evaluated in tier order. The first matching rule determines the required approval level. Edit thresholds inline.
Manual Quote Approvers Active Sales/Quoting Manager+ users selected here receive manual quote approval requests
Only active users with role level Sales/Quoting Manager or Admin are eligible. Full Test Mode redirects these emails to the test address.
Feasibility positions
System Defaults Default values pre-filled on new quotes (overridable per-customer)
Roll Sizes & Packaging
Standard roll sizes moved to the Lengths & Tolerances page.
Use the new guide to edit finished sizes, friendly packaging choices, core sizes, and fit limits. Every L4+ change is recorded in the audit history.
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 BoxBox 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
Special Requirement Flags Quality-gate catalog. Codes are immutable contract identifiers; labels and descriptions are editable. Customer Service Lead+ required to add or modify.
Seeded flags cannot be hard-deleted — use retire to deactivate. The code column is read-only and used as a stable contract identifier in downstream phases.
Add New Flag
Adhesives Lamination adhesives offered on value-add lines. Customer Service Lead+ to add, edit, or retire.
Estimators pick from active adhesives when lamination is selected on a value-add line. Drag to reorder; retire to hide without deleting.
Add New Adhesive