Note: Before proceeding, please complete the Schema Import section of the Quoting4Act (Windows) article available here: http://kb.act4work.com/index.php?solution_id=1025

 Setting Quote Preferences

1. Navigate to any existing or new Opportunity, and click on the Quoting4Act menu and click Opportunity Quote
   
   
   
   
   
2. Once the Quoting4ActWeb window appears, click the Document Settings option.