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How to How to Add/Edit Quote, Invoice, & Deal Default Settings | Sales Desk Settings
How to How to Add/Edit Quote, Invoice, & Deal Default Settings | Sales Desk Settings

Learn how to further customize your company quote, invoice, and deal settings.

Ken Lane avatar
Written by Ken Lane
Updated over a week ago

The ability to automatically generate quotes, invoices, and other deal-related forms makes Dealership Drive a dealer's best friend. However, what happens when you need to customize or update your quote, invoice, or deal documentation defaults? (Try saying that three times fast.) Lucky for you, making these changes is a piece of cake. Let's look at how to do so—step by step.

1. Navigate to https://www.dealershipdrive.com/ and make sure you are signed into your account.

Screenshot of: Navigate to <a href="https://www.dealershipdrive.com/" rel="nofollow noopener noreferrer" target="_blank">https://www.dealershipdrive.com/</a> and make sure you are signed into your account.

2. Click "Account Management" followed by "Seller Settings"

Screenshot of: Click "Seller Settings"

3. Select "SALES DESK SETTINGS."

Screenshot of: Click here.

4. From the Company Settings panel, you will see all of your company information. Scroll down to...

automatic invoice and quote generation software

5. ...where you see tile-like settings buttons. To adjust Quote, Invoice and Deal default settings, we will need to find a button label "Sales Desk Settings." To access this option, you will likely need to select the right-side scroll arrows.

automatic invoice and quote generation software

6. Select "SALES DESK SETTINGS" from the right-to-left button options.

automatic invoice and quote generation software

7. From the Sales Desk Settings, you will be able to update, edit, add, and delete a wide array of quote, invoice, and deal-related default settings—including lead email defaults and more. Keep on scrollin'!

automatic invoice and quote generation software

8. Here, you can adjust where new leads are sent and who within your company can see them.

automatic invoice and quote generation software

9. Manage an adjust Deal Settings—including deal sources, statuses, message templates, and more.

automatic invoice and quote generation software

10. Enter various tax label information as well as toggle on and off different fields that may be applicable or not applicable to your company. You can even begin to adjust the color settings of many customer-facing items.

automatic invoice and quote generation software

11. Change the due dates and expiration dates for invoices and quotes, write in default Terms and Conditions and provide any specialized notes or instructions on the "Default Invoice Public Note" sections.

automatic invoice and quote generation software

12. Customize your invoice defaults by simply toggling on and off various settings until they're just right.

automatic invoice and quote generation software

13. Adjust the financial structure of your deals—including building in overheads and default commissions settings.

automatic invoice and quote generation software

14. Even adjust which company logo appears on your official documents.

automatic invoice and quote generation software

15. Once you have your Sales Desk Settings adjusted how you like them, select "Save Changes" to update your new default settings within your system.

automatic invoice and quote generation software

And it's that easy.

Here is a full list of the settings you can adjust from the Sales Desk Settings page:

  • External lead email addresses

  • Option to send emails for assigned leads

  • View and manage the sources that phone calls, emails, and other leads are assigned to

  • View and manage the statuses that can be assigned to leads

  • Assign new leads to contacts within your company

  • Set default new lead visibility settings

  • Assigning new leads to match contact owners

  • Assigning new leads to match inventory item owners

  • Ability to view and manage the sources that deals can be assigned to

  • Ability to view and manage the statuses that can be assigned to deals

  • Ability to view and manage your deal jacket checklists

  • Ability to view and manage the message templates that can be used to pre-populate the notes and terms and conditions on invoices and quotes

  • View and manage the alternative entities that can be used on invoices and quotes

  • Enter applicable Federal Tax ID Numbers

  • Update Billing Support phone numbers

  • Update Billing Support email address

  • Set inventory items as sold for deals marked sold

  • Set inventory item marketplace status for new deals

  • Set inventory item availability for new deals

  • Set inventory item marketplace status for lost/dead deals

  • Set inventory item availability for lost/dead deals

  • Determine if items should be taxable by default

  • Determine if a trade should reduce the taxable amount

  • Set if a discount should reduce the taxable amount

  • Set if a rebate should reduce the taxable amount

  • Determine if the delivery fee should be taxed

  • Define your own name for the Specialty Tax label, such as FET.

  • Decide whether to show the tire credit field on the Structure tab which can be used for calculating FET, when it is already included in the sale price

  • Adjust template header/footer background colors

  • Adjust template accent colors

  • Adjust template header/footer text colors

  • Adjust the template button color

  • Set default Invoice Due Dates

  • Set default Quote Expiration Date

  • Create Default Invoice Terms and Conditions

  • Create Default Invoice Public Note

  • Create Default Quote Terms and Conditions

  • Create Default Quote Public Notes

  • Decide to include Item Details and Images on Deal Quotes

  • Decide to include Item Images on Deal Quotes

  • Decide whether or not to show the sold date below the PAID text on Invoices

  • Decide to override the dynamically generated Deal ID invoice numbers with your own custom Deal ID (not recommended)

  • Control the option to show the UNPAID text on Invoices (only affects unpaid invoices—PAID will still show when an invoice has been paid for)

  • Choose to include List Price on Invoices

  • Adjust the option to show Odometer Usage on Invoices

  • Adjust the option to always Show Title Recipient on Invoices

  • Set a baseline overhead percentage that will be applied to all equipment sales

  • Set a baseline overhead amount that will be applied to all equipment sales

  • Decide to apply an overhead amount taken out of the net profit prior to sales rep commissions being calculated

  • Set the baseline primary sales rep commission percentage that will be applied to all equipment sales (this can be overriden at the user and individual equipment level)

  • Set the baseline secondary / assisted sales rep commission percentage that will be applied to all equipment sales (this can be overriden at the user and individual equipment level)

  • Change, upload, or delete your custom dealer logo

If you have any further questions, contact us at support@mlsinc.com for assistance.


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