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Using QuoteMachine
Using QuoteMachine
How to create and customize Quote and Invoices
+3
35 articles in this collection
Written by
Jonathan Muschalle,
JD,
Tom Burnatowski
and 3 others
Bulk Edit Pricing Table
How to bulk edit line items
Written by
Tom Burnatowski
Updated over a week ago
Interactive Features on a document
How to use QuoteMachine's interactive features on a quote
Written by
Romy Marinus
Updated over a week ago
Using the chat feature
Use the in-document chat feature to communicate with customers
Written by
Tom Burnatowski
Updated over a week ago
How to bulk print & email Account Statements
QuoteMachine allows you to print and email large batches of account statements
Written by
Tom Burnatowski
Updated over a week ago
Send an account statement
How to create and send an account statement
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
Merge fields
What specific merge fields do
Written by
Romy Marinus
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
Automate account statements creation
How to automatically create and send account statements
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
Managing Accounts receivables and Payments
Applying deposits & credits onto an invoice
Paying an invoice with payments already taken
Written by
Tom Burnatowski
Updated over a week ago
Entering Payments for a Customer in QuoteMachine
There are multiple different methods to take payments on a customers account.
Written by
Tom Burnatowski
Updated this week
Pending Payments with Stripe
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
Creating and Editing Quotes and Invoices
How to get a copy of your sent invoices in QuoteMachine
BCC yourself on an email, export results to an CSV, or create a zap to receive your sent invoices in QuoteMachine
Written by
Samara Zia
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
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
How to bulk add items to a quote
add multiple items to a quote from a label filter
Written by
Anna Brundage
Updated over a week ago
Create a multiple-choice selection group
Creating multiple choice product options
Written by
Anna Brundage
Updated over a week ago
Create product groups on pricing tables
Organize items on quotes or invoices to be grouped and show subtotals
Written by
JD
Updated over a week ago
How to edit an invoice
Change an invoice (product, taxes, etc.) after it has been sent
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
Duplicating Documents
How to copy a Quote or Invoice 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
Updating the status of a Quote
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
Written by
JD
Updated over a week ago
Creating a recurring invoice
QuoteMachine allows you to create automatically recurring invoices with customizable terms.
Written by
Tom Burnatowski
Updated over a week ago
Creating Invoices in QuoteMachine
simple steps to get started
Written by
Tom Burnatowski
Updated over a week ago
Restoring Archived Invoices
How to find, manage and restore archived invoices
Written by
Tom Burnatowski
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
How to Bulk Create Invoices
How to easily create invoices in bulk from a price list
Written by
Romy Marinus
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
Sales' Orders in QuoteMachine
Bulk Edit order Status
How to bulk edit order status
Written by
Tom Burnatowski
Updated over a week ago