First start and General settings

Generas settings of QuoteMachine

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13 articles in this collection
Written by JD and Tom Burnatowski

Creating a Sales Order

Use the sales order feature in different ways
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Written by Tom Burnatowski
Updated over a week ago

Expiration dates on Quotes

Let your customers know when their quote expires!
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Written by Tom Burnatowski
Updated over a week ago

Entering Tax by Line Item

QuoteMachine lets you enter a different tax per line item
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Written by Tom Burnatowski
Updated over a week ago

Using Merge & Custom Fields

Merge fields allow you to input information into your QuoteMachine documents
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Written by Tom Burnatowski
Updated over a week ago

Connecting your Stripe Integration

Existing Stripe users also need to reconnect their Stripe accounts to complete the update.
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Written by Tom Burnatowski
Updated over a week ago

Express e-com in QuoteMachine

Use a price list to showcase and sell your products online
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Written by Tom Burnatowski
Updated over a week ago

Quick start on QuoteMachine

How to set up your account and send your first quotation
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Written by JD
Updated over a week ago

Custom Fields

Custom Fields are a great way to customize your QuoteMachine experience.
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Written by Tom Burnatowski
Updated over a week ago

Multicurrency

How to sell in multiple currencies
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Written by JD
Updated over a week ago

How to use your own email servers to send emails

How to customize the sender email address
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Written by JD
Updated over a week ago

Variable fields in emails

How to personalize emails with merge fields
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Written by JD
Updated over a week ago

Background image on proposals

How to use a background image with your documents
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Written by JD
Updated over a week ago

Quick Start for Chronogolf + QuoteMachine

Some key features to look out for when getting started
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Written by Tom Burnatowski
Updated over a week ago