Set-up 11 Requesting a Supplier Catalogue Add Company Details Invite Your Team Set user permissions Set Labor Rates & Types Add Sales Tax Rates Connect Your Accounting System Import Data & Existing Quotes Go Live Book a demo
Simple Quoting 5 Add labour to the quote Add a product Create a quote Reorder a line-item quote Add a margin to your job
Advanced Quoting 15 Add Systems to a Quote Add Products to Toolkits Add Products to a Quote Price Adjustments Offer a discount Reorder systems and areas Create a quote revision Clone a group or area Set VAT rates Customer Options
Labour 4 Adding Labour Types Add Labour to Individual Products Add Labour Per System Add Labour at the End of the Proposal
Platform Management 4 Clone or duplicate a quote Quote Statuses Add a New Customer How to restore deleted quotes
Integrations 4 Integrate with Zoho Integrate with Stripe Integrate with Xero Integrate with QuickBooks
Proposal Editor 22 How to add page breaks How to hide/ delete sections How to customise a header How to add a cover page How to add an extra page How to add a text box How to make your images scale correctly. Tags or shortcodes Adding videos to web quotes How to add a header style to your proposal
