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Quotes and Invoices creation
Quotes and Invoices creation
How to create and customize Quote and Invoices
+1
25 articles in this collection
Written by
Jonathan Muschalle,
JD,
Tom Burnatowski
and 1 other
Using the chat feature
Use the in-document chat feature to communicate with customers
Written by
Tom Burnatowski
Updated over a week ago
Allowing Customers to partially pay Deposits on a Quote
Your clients can pay portions of the deposit, or different people can pay portions towards the total deposit
Written by
Tom Burnatowski
Updated over a week ago
How to bulk add items to a quote
add multiple items to a quote from a label filter
Written by
Graeme Knox
Updated over a week ago
Using the Custom Pricing Table
Use a custom pricing table in your QuoteMachine documents
Written by
Tom Burnatowski
Updated over a week ago
Creating & Editing Document templates
How to edit and personalize your document templates in QuoteMachine
Written by
Tom Burnatowski
Updated over a week ago
Change quote status manually
How to update quote status
Written by
Graeme Knox
Updated over a week ago
How to delete a line from the pricing table
How to remove a product or service from a quote/invoice currently being created
Written by
JD
Updated over a week ago
Create a multiple-choice selection group
Creating multiple choice product options
Written by
Graeme Knox
Updated over a week ago
Create a contract document from quote
How to add additional contractual details to a quote
Written by
Graeme Knox
Updated over a week ago
Send quotes and invoices faster
See the latest QuoteMachine update
Written by
JD
Updated over a week ago
Product recommendations
How to automatically get suggestions of products to add
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
Written by
JD
Updated over a week ago
Exempt items from fees
How to exclude items from fee calculation on quotes and invoices
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
Written by
JD
Updated over a week ago
Use a barcode scanner
How to add products or services using a barcode scanner
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
Written by
JD
Updated over a week ago
Insert video in proposal template
How to use videos in your proposals
Written by
JD
Updated over a week ago
Duplicate a proposal
How to copy a proposal in the context of a new project
Written by
JD
Updated over a week ago
Create a new proposal version
How to use versioning to update proposals
Written by
JD
Updated over a week ago
Send a document to several recipients
How to send an email to several contacts
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
Written by
JD
Updated over a week ago
How to use snippets
Add predefined content to your proposals using snippets
Written by
JD
Updated over a week ago
Delivery Address
How to Add a Delivery Contact that is not the Customer
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
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.
Written by
JD
Updated over a week ago