Company card on the System toolbar collects and protects your system-wide settings.

Lock Quotes prevents anyone changing quotes so they must Duplicate and create new.

This helps document when the customer gets quoted variations; none are overwritten. Turn on Lock Quotes in the Advanced tab of Company card found in System toolbar.

Sent PDFs automatically keeps copies of PDFs sent by emailing or saving PDFs from transactions.

Saving an invoice, the Advanced Print Options let you Email or Save As PDF to send.

Enable Sent PDF in Company, Advanced to have a copy automatically saved in Docs.