📄️ Quotes
The quote send-approval policy - require a draft quote to be approved before it can reach a customer, tell the approver, and the service-delivery policies that sit alongside it.
📄️ Ticket Templates
Define reusable request types (e.g. "Log a technical fault", "Request boards") that route to a desk — and optionally let customers raise them from the CleverAlert app.
📄️ Account Tags
Manage the tag vocabulary for customers and sites, and choose whether the Customers and Sites lists open on active accounts only.