Using QuoteMachine

How to create and customize Quote and Invoices

Jonathan Muschalle avatar JD avatar Tom Burnatowski avatar +5
43 articles in this collection
Written by Jonathan Muschalle, JD, Tom Burnatowski and 5 others

Using Custom Attributes

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

Adding an Image Gallery to your Documents

Include an image gallery the documents you send out to give your customers a more personalized experience!
Kadija Allagouma avatar
Written by Kadija Allagouma
Updated over a week ago

Creating Fees in QuoteMachine

With QuoteMachine you have the ability to create different types of fees that can be easily added to your documents and saved for future use
Kadija Allagouma avatar
Written by Kadija Allagouma
Updated over a week ago

Setting and Overriding Customer Credit Limits

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

Creating Payment Terms

With QuoteMachine you can create customized payment terms to suit your business needs, this articles details how to set that up.
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

Customizing Email Signatures

Kadija Allagouma avatar
Written by Kadija Allagouma
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

Activity Feed Dashboard V2

How to navigate your activity feed in the new dashboard
Kadija Allagouma avatar
Written by Kadija Allagouma
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

Contact Owner Feature

Assign contact owners for updated seller information on automated documents.
A
Written by Asheque Hussain
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

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 an Order Form.
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