- Texada Knowledge Base
- Release Notes
- Feature Highlights
-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
Equipment CRM
-
Service Management
-
SRM
-
Handle
-
Analytics
-
E-Commerce
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Texada Mobile
-
Payments
-
Texada Web
-
Rental Asset Management
-
Order Fulfillment
-
Power Systems Projects
-
Equipment Quoting
-
Condition Monitoring Portal
-
Equipment Monitoring Toolkit
-
Parts and Service Quoting
-
Service Agreement Quoting
-
Equipment CRM - Additional Tools
Service Agreement Quoting: Additional Personalization for Equipment Defaults
New personalization options have been added to Service Agreement Quoting! These options allow you to set a number of default values for quote creation.
Personalize
To access the new personalization options, open Service Agreement Quoting, then click on the profile icon 
The following fields have been added to this page:
- Expires By
- Default Contract Type
- Default Package
- Default Contract Length Months
- Default Contract Length SMU
- Create Quote with Auto Customer Search
- Create Quote with Auto Equipment Search
Edit these fields as desired, then click “SAVE” to save your changes. The values selected on this screen will be used to set the Equipment Defaults on the Quote creation screen:
