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Velosity CPQ Settings

The Velosity CPQ Settings page allows administrators to configure default behaviors and requirements for Sales Quotes, Sales Orders, and Payment processing.

To access these settings, navigate to Setup > Settings.

Sales Quotes

Release Mode

Set the instance's Sales Quote Release Mode in Setup > Settings, under Sales Quotes.

  • Standard requires the normal lifecycle: DRAFT > OFFERED > ACCEPTED > RELEASED.
  • Incremental Release allows a Draft quote with at least one line item to move directly to RELEASED. Releasing creates or updates the linked Sales Order as work is added incrementally.

This is an instance-level setting. Confirm the selected mode before configuring an integration or training users, because it changes which lifecycle path is valid. See Convert a Sales Quote to a Sales Order.

Default Additional Notes

Administrators can define a default block of text that will automatically appear in the Additional Notes section of every new Sales Quote. This is useful for: - Standard terms and conditions - Warranty information - Default expiration notices

These notes can still be modified on a per-quote basis by users.

PDF Attribute Description Maximum Length

Set the maximum number of characters shown for each configured product attribute description in Sales Quote PDFs. Attribute codes remain visible, so the configuration can still be identified and recreated.

  • 0 (default): Do not trim descriptions.
  • 1–200: Trim longer descriptions in the PDF. An ellipsis is included within the selected limit when space allows.

This setting changes only the customer-facing PDF display. It does not alter the attribute definition or the description stored in product setup.

Checkout and Payment

  • Enable public checkout: Makes a secure, customer-facing checkout link available for eligible quotes. Public checkout currently supports Purchase Order PDF upload.
  • Allow Purchase Orders: Enables Purchase Order as a Sales Quote checkout method.
  • Allow Credit Card Orders: Enables credit-card checkout for Sales Quotes when an active Helcim integration is available.
  • Payment Required: Requires payment to be completed from an ACCEPTED Sales Quote. Payment is stored on the quote; a successful card payment or approved PO creates the resulting Sales Order.
  • Require a signature at checkout: Requires a checkout signature when public checkout is enabled.

Use Manage payment settings to select the processor and checkout methods. See Payments and Checkout.

Payments

Payment Processor

Select the active payment processor for the instance. Integrated processors handle secure credit-card transactions and payment status updates for Sales Quote checkout. - None: No electronic payment processing is active. - Integrated Provider: (e.g., Stripe, CardConnect) Select from the list of configured integrations.

[!NOTE] Payment processors must first be configured under Integrations before they appear in this list.