Using QuoteMachine

How to create and customize Quote and Invoices

Jonathan Muschalle avatar JD avatar Tom Burnatowski avatar +4
37 articles in this collection
Written by Jonathan Muschalle, JD, Tom Burnatowski and 4 others

Using Custom Attributes

Kadija Allagouma avatar
Written by Kadija Allagouma
Updated over a week ago

Bulk Edit Pricing Table

How to bulk edit line items
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Assign employee to line item

How to different employees to different line items in an order
Romy Marinus avatar
Written by Romy Marinus
Updated over a week ago

Interactive Features on a document

How to use QuoteMachine's interactive features on a quote
Romy Marinus avatar
Written by Romy Marinus
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

How to bulk print & email Account Statements

QuoteMachine allows you to print and email large batches of account statements
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Send an account statement

How to create and send an account statement
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

Merge fields

What specific merge fields do
Romy Marinus avatar
Written by Romy Marinus
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

Automate account statements creation

How to automatically create and send account statements
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
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
Samara Zia avatar
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
JD avatar
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
JD avatar
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
Anna Brundage avatar
Written by Anna Brundage
Updated over a week ago

Create a multiple-choice selection group

Creating multiple choice product options
Anna Brundage avatar
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
JD avatar
Written by JD
Updated over a week ago

How to edit an invoice

Change an invoice (product, taxes, etc.) after it has been sent
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

Duplicating Documents

How to copy a Quote or Invoice 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

Updating the status of a Quote

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

Creating a subscription or a recurring invoice

QuoteMachine allows you to create subscriptions or automatically recurring invoices with customizable terms.
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Creating Invoices in QuoteMachine

simple steps to get started
Tom Burnatowski avatar
Written by Tom Burnatowski
Updated over a week ago

Restoring Archived Invoices

How to find, manage and restore archived invoices
Tom Burnatowski avatar
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
JD avatar
Written by JD
Updated over a week ago

How to Bulk Create Invoices

How to easily create invoices in bulk from a price list
Romy Marinus avatar
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
JD avatar
Written by JD
Updated over a week ago