Quotes and Invoices creation

How to create and customize Quote and Invoices

Jonathan Muschalle avatar JD avatar
18 articles in this collection
Written by Jonathan Muschalle and JD

How to delete a line from the pricing table

How to remove a product or service from a quote/invoice currently being created
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Written by JD
Updated over a week ago

Send quotes and invoices faster

See the latest QuoteMachine update
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Written by JD
Updated over a week ago

Product recommendations

How to automatically get suggestions of products to add
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Written by JD
Updated over a week ago

Quick creation of products or services

How to add miscellaneous items to a quote or an invoice
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Written by JD
Updated over a week ago

Exempt items from fees

How to exclude items from fee calculation on quotes and invoices
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Written by JD
Updated over a week ago

Status of products and services

What status to chose when adding a product to the pricing table
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Written by JD
Updated over a week ago

Use a barcode scanner

How to add products or services using a barcode scanner
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Written by JD
Updated over a week ago

Manage the display of contact details on a proposal

How to customize the display of customer, shipping and seller information on a document
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Written by JD
Updated over a week ago

Insert video in proposal template

How to use videos in your proposals
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Written by JD
Updated over a week ago

Duplicate a proposal

How to copy a proposal in the context of a new project
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Written by JD
Updated over a week ago

Create a new proposal version

How to use versioning to update proposals
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Written by JD
Updated over a week ago

Send a document to several recipients

How to send an email to several contacts
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Written by JD
Updated over a week ago

How to edit a sent proposal

Options do modify a proposal that was sent to a customer
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Written by JD
Updated over a week ago

Manage proposal templates

How to create and edit proposal templates
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Written by JD
Updated over a week ago

How to use snippets

Add predefined content to your proposals using snippets
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Written by JD
Updated over a week ago

Delivery Address

How to Add a Delivery Contact that is not the Customer
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Written by Jonathan Muschalle
Updated over a week ago

How do I know the URL of a quote or invoice

How to send a link to your quote or invoice
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Written by JD
Updated over a week ago

Has the customer received my email?

How to ensure your emails are read and what to do when they are not.
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Written by JD
Updated over a week ago