Broker Settings

Feature-flagged: Broker Settings are only available for certain organization types. If you don't see this section in your settings, contact Silkline Support to learn more.

The Broker Settings page lets certain types of suppliers manage markup and quote defaults for generated customer quotes.

Generated Quotes

  • Standard Markup — Applied by default to all generated quotes unless overridden.

  • NRE Markup — Applied specifically to fixed costs such as NRE, setup fees, or tooling.

You can override these standard markups at the quote item level.

Default Quote Notes

Default notes appear on all generated quotes by default. You can customize formatting (bold, lists, links, etc.) and edit notes on a per-quote basis before download.

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