In the 'General' tab, you can fill in additional fields that apply to all sales quotes or sales orders, in addition to the header.

If you send many quotes, order confirmations, packing slips, or invoices, you don't want to create or select an address every time. This article shows how you can assign a standard address to each of your sales-related process documents in MKG.

If you send a lot of quotes, order confirmations, packing slips or invoices, you don't want to create or select a contact person each time. This article shows you how to assign a default contact to each of your sales-related process documents in MKG.