Data and reports

Create, organize and manage your data (products, customers, reports)

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8 articles in this collection
Written by Jonathan Muschalle, JD, Tom Burnatowski and 1 other

Reassign document to a different employee

How to change the user assigned to a quote, order or invoice

Written by JD
Updated over a week ago

Your Monthly Sales Report

QuoteMachine now sends you a monthly overview of your account

Written by Tom Burnatowski
Updated over a week ago

Organizing Companies & Employees in QuoteMachine

Distinguishing between company and employees

Written by Tom Burnatowski
Updated over a week ago

Create and manage locations

Organize your data based on your teams, stores or locations

Written by Jonathan Muschalle
Updated over a week ago

Import products from a spreadsheet

How to add products to your catalog by importing a CSV file

Written by JD
Updated over a week ago

Create custom reports using filters

How to filter invoice, quotes, and order lists using custom fields

Written by Anna Brundage
Updated over a week ago

Assign Multiple Emails to a Contact

How to Assign More than One Email Address to the Same Contact

Written by Jonathan Muschalle
Updated over a week ago

How to delete a contact

Archive a contact or a customer to make it disappear from the list and search results

Written by JD
Updated over a week ago