{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/ea880617364c4d3b92c1f3e5186917ad\" frameborder=\"0\" width=\"1886\" height=\"1414\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1414,"width":1886,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1414,"thumbnail_width":1886,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/ea880617364c4d3b92c1f3e5186917ad-6b2887f513a4b5ef.gif","duration":245.833,"title":"Quote default settings explained","description":"In this video, I focus on setting quote defaults, specifically the payment terms, expiration rules, and quote reminder defaults, which are crucial during your training and onboarding. I recommend keeping the out-of-the-box settings for most defaults, but these three settings are worth adjusting right away. The default payment term can be selected from a drop-down menu synced from your PSA, the expiration time is set to two weeks by default but can be modified, and the reminder for expiration can be set to go out a default of two days prior. Please take a moment to review these settings to ensure they align with your workflow. Later on, as you create more quotes, we can revisit these defaults if needed."}