Quotes and Invoices creation

How to create and customize Quote and Invoices

Jonathan Muschalle avatar JD avatar Tom Burnatowski avatar +1
26 articles in this collection
Written by Jonathan Muschalle, JD, Tom Burnatowski and 1 other

Resending a QuoteMachine document

how to resend quotes, order, invoices
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Select a different document's template

How to pick the template you want for a given Quote, Invoice or any other document
JD avatar
Written by JD
Updated over a week ago

Using the chat feature

Use the in-document chat feature to communicate with customers
Tom Burnatowski avatar
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
Tom Burnatowski avatar
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
Graeme Knox avatar
Written by Graeme Knox
Updated over a week ago

Using the Custom Pricing Table

Use a custom pricing table in your QuoteMachine documents
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Change quote status manually

How to update quote status
Graeme Knox avatar
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
JD avatar
Written by JD
Updated over a week ago

Create a multiple-choice selection group

Creating multiple choice product options
Graeme Knox avatar
Written by Graeme Knox
Updated over a week ago

Send quotes and invoices faster

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

Product recommendations

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

Exempt items from fees

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

Use a barcode scanner

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

Insert video in proposal template

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

Create product groups on pricing tables

Organize items on quotes or invoices to be grouped and show subtotals
JD avatar
Written by JD
Updated over a week ago

Duplicate a proposal

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

Create a new proposal version

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

Send a document to several recipients

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

How to use snippets

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

Delivery Address

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