How To Remove Tax Calculations (e.g. VAT, GST, Sales Tax) From All Sales Quotes (At A Company Level)

A levy is a financial mechanism used by government to raise funds for specific purposes, it can used for taxes such as Sales Tax, Property Tax, Import Tariffs; or special purpose levies such as Environmental Levies, User Fees, Fuel Levy, etc. It is calculated as a percentage added to the price of a line item. Standard Tax (if enabled above) is then applied on top of the levied price.

QuoteCloud provides the option to display the sales quote profit margin in the Sales Quote Editor. However, in some instances, you may not want this visible. To toggle this setting on or off, follow these steps.

In some cases, businesses may not need or want tax calculations included in the sales quote totals. This can be done at a template and individual level, however if the tax calculations are to be removed from all sales quotes, follow the steps below to set this at the company level.

The QuoteCloud sytem is featured with an automatic tax caclulator. You can enable or disable this feature, learn how to do this.

Changing your price table column labels may be required to localise your terminology or use a different spoken language in your sales quotes

Many companies never use repeating charges.  So that your sales consultants are not presented with the features for repeating charges, it is possible to switch them off

QuoteCloud is a multi-currency solution, you can set the currency of your sales quote, using an easy drop down currency selector (as shown below).

When you create a price table in a sales quote, you are able to hide unwanted columns and price table totals, along with a number of other settings available for sales quote price tables.

When using repeating costs in your sales quotes (for example daily, weekly, monthly, quarterly, annual prices) by default QuoteCloud will group these costs separately from one-off charges, as shown below.