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Using QuoteMachine
Using QuoteMachine
How to create and customize Quote and Invoices
+5
43 articles in this collection
Written by
Jonathan Muschalle,
JD,
Tom Burnatowski
and 5 others
Using Custom Attributes
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!
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
Written by
Kadija Allagouma
Updated over a week ago
Setting and Overriding Customer Credit Limits
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.
Written by
Kadija Allagouma
Updated over a week ago
Bulk Edit Pricing Table
How to bulk edit line items
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
Written by
Romy Marinus
Updated over a week ago
Customizing Email Signatures
Written by
Kadija Allagouma
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
Activity Feed Dashboard V2
How to navigate your activity feed in the new dashboard
Written by
Kadija Allagouma
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 over a week ago
Pending Payments with Stripe
Why some payments like ACH/bank transfers show as pending and how much time can it take to complete
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
Contact Owner Feature
Assign contact owners for updated seller information on automated documents.
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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
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
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 subscription or a recurring invoice
QuoteMachine allows you to create subscriptions or 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 an Order Form.
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