{"id":3273,"date":"2025-08-25T09:29:56","date_gmt":"2025-08-25T12:29:56","guid":{"rendered":"https:\/\/staging.facilita.uappi.com.br\/conheca-o-modulo-de-orcamento-e-suas-configuracoes\/"},"modified":"2026-01-15T10:52:56","modified_gmt":"2026-01-15T13:52:56","slug":"conheca-o-modulo-de-orcamento-e-suas-configuracoes","status":"publish","type":"post","link":"https:\/\/helpcenter.uappi.com.br\/en\/conheca-o-modulo-de-orcamento-e-suas-configuracoes\/","title":{"rendered":"Conhe\u00e7a o m\u00f3dulo de or\u00e7amento e suas configura\u00e7\u00f5es"},"content":{"rendered":"<p>O m\u00f3dulo de <strong>Or\u00e7amentos<\/strong> da Uappi permite gerar documentos com os produtos e valores adicionados ao carrinho durante a jornada de compra.&nbsp;<\/p>\n\n\n\n<p>Al\u00e9m disso, o recurso possibilita <strong>gerenciar os or\u00e7amentos criados<\/strong>, visualizar detalhes e manter o controle de propostas enviadas aos clientes.<\/p>\n\n\n\n<p>Siga a leitura para entender como utilizar o m\u00f3dulo e suas configura\u00e7\u00f5es!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>O que \u00e9 poss\u00edvel fazer no m\u00f3dulo<\/strong><\/h3>\n\n\n\n<p>No m\u00f3dulo de or\u00e7amentos, voc\u00ea pode <strong>filtrar e buscar<\/strong> or\u00e7amentos espec\u00edficos utilizando as ferramentas de pesquisa dispon\u00edveis.<br>As buscas podem ser realizadas por:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>N\u00famero do or\u00e7amento<br><\/li>\n\n\n\n<li>Nome do cliente<br><\/li>\n\n\n\n<li>E-mail<br><\/li>\n\n\n\n<li>CPF\/CNPJ<br><\/li>\n<\/ul>\n\n\n\n<p>Tamb\u00e9m \u00e9 poss\u00edvel <strong>filtrar por data<\/strong>, facilitando a visualiza\u00e7\u00e3o de or\u00e7amentos criados em per\u00edodos espec\u00edficos.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Como acessar e utilizar as configura\u00e7\u00f5es<\/strong><\/h3>\n\n\n\n<p>Para ajustar o funcionamento do m\u00f3dulo, siga o caminho: <strong><em>Configura\u00e7\u00f5es &gt; M\u00f3dulos &gt; Or\u00e7amento<\/em><\/strong>.<\/p>\n\n\n\n<p>Dentro dessa tela, voc\u00ea pode:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ativar ou desativar<\/strong> o status do or\u00e7amento, definindo se a ferramenta estar\u00e1 dispon\u00edvel no carrinho;<br><\/li>\n\n\n\n<li><strong>Visualizar o hash do layout do e-mail<\/strong> utilizado para envio de or\u00e7amentos;<br><\/li>\n\n\n\n<li>Escolher se o <strong>layout do PDF<\/strong> ser\u00e1 o <strong>padr\u00e3o<\/strong> da plataforma ou um <strong>personalizado<\/strong>.<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Outras configura\u00e7\u00f5es dispon\u00edveis<\/strong><\/h3>\n\n\n\n<p>O m\u00f3dulo tamb\u00e9m permite definir par\u00e2metros importantes relacionados a <strong>reserva de estoque<\/strong> e <strong>pre\u00e7o<\/strong> dos produtos inclu\u00eddos no or\u00e7amento \u2014 \u00e9 poss\u00edvel determinar se eles permanecer\u00e3o v\u00e1lidos at\u00e9 a expira\u00e7\u00e3o ou finaliza\u00e7\u00e3o do or\u00e7amento.<\/p>\n\n\n\n<p>Al\u00e9m disso, voc\u00ea pode configurar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tempo de expira\u00e7\u00e3o do or\u00e7amento<\/strong>, em horas;<br><\/li>\n\n\n\n<li><strong>Tempo para remo\u00e7\u00e3o de or\u00e7amentos antigos<\/strong>, em meses.<br><\/li>\n<\/ul>\n\n\n\n<p>Ao final da p\u00e1gina, h\u00e1 a op\u00e7\u00e3o de <strong>visualizar o layout padr\u00e3o<\/strong> do or\u00e7amento, que ser\u00e1 exibido ao cliente.<br>Caso tenha optado por um layout personalizado, essa visualiza\u00e7\u00e3o tamb\u00e9m estar\u00e1 dispon\u00edvel, exibindo o modelo customizado que foi adicionado.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>D\u00favidas?<\/strong><\/h3>\n\n\n\n<p>Para ver mais conte\u00fados sobre a plataforma da Uappi, acesse nossa <a href=\"http:\/\/helpcenter.uappi.com.br\/en\/\"><strong>Central de Ajuda<\/strong><\/a>.<\/p>","protected":false},"excerpt":{"rendered":"<p>O m\u00f3dulo de Or\u00e7amentos da Uappi permite gerar documentos com os produtos e valores adicionados ao carrinho durante a jornada de compra.&nbsp; Al\u00e9m disso, o recurso possibilita gerenciar os or\u00e7amentos criados, visualizar detalhes e manter o controle de propostas enviadas aos clientes. Siga a leitura para entender como utilizar o m\u00f3dulo e suas configura\u00e7\u00f5es! O [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[90,52,281,73,51],"modelo-negocio":[2,4,3,360],"plataforma":[361,5],"class_list":["post-3273","post","type-post","status-publish","format-standard","hentry","category-configuracao","tag-configuracoes","tag-modulo","tag-orcamento","tag-plataforma","tag-uappi","modelo-negocio-b2b","modelo-negocio-b2b2c","modelo-negocio-b2c","modelo-negocio-todos","plataforma-todos","plataforma-uappi-v2"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Conhe\u00e7a o m\u00f3dulo de or\u00e7amento e suas configura\u00e7\u00f5es &#8211; Uappi Helpcenter<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpcenter.uappi.com.br\/en\/conheca-o-modulo-de-orcamento-e-suas-configuracoes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Conhe\u00e7a o m\u00f3dulo de or\u00e7amento e suas configura\u00e7\u00f5es &#8211; Uappi Helpcenter\" \/>\n<meta property=\"og:description\" content=\"O m\u00f3dulo de Or\u00e7amentos da Uappi permite gerar documentos com os produtos e valores adicionados ao carrinho durante a jornada de compra.&nbsp; Al\u00e9m disso, o recurso possibilita gerenciar os or\u00e7amentos criados, visualizar detalhes e manter o controle de propostas enviadas aos clientes. 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