General
Activity
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Jump to: Menu
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Enquiry details – Quotes – Files (Artwork & Documents)
- Customer PO Numbers
- Enquiries & Projects – How do they differ?
- Action-Notes
- Container Search & Sort
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- QuickLook Panel – Shortcuts
- Create a New Quote
- Autosave
- Quote Details, Tags, GST & Currency
- Add items to a quote
- Products Catalogue
- Create/Add Products, Prices, Freight and Services to Your Catalogue
- Product Info
- Hidden Item Visibility
- $ Add Pricing to Quotes
- Adding Freight/Delivery to Your Quote
- Product Icon Definitions
- Services with different margins (eg Setup, Freight)
- Including a Quote Total
- Compose – AI Generated Quote Intro
- Sending Quotes
- Compose – AI Generated Email Intro
- Quote Attachments
- Quote PDF Layout
- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Customer PO Numbers
- "Send invoice to…" default setting
- Create Revisions of the same quote
- Duplicate Quotes, Products and Prices – Copy Quotes
- Check all prices are current – Price Check/Updater
- Using Total Sell – things to keep in mind
- Action-Notes
- Days Valid
- Quote Statuses
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
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- Summary Boards with Custom Views (Reports)
- Shared Views
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- Jump to: Menu
- QuickLook Panel – Shortcuts
- Project Details & the extra info inside
- Customer PO Numbers
- Enquiries & Projects – How do they differ?
- Action-Notes
- Container Search & Sort
- Summary Boards with Custom Views (Reports)
- Shared Views
- Project delivery addresses
- Jump to: Menu
- QuickLook Panel – Shortcuts
- Creating a Job
- Job Details & Progress
- Job Details – Overview
- Blue Block Settings (Rules, Updates, Visibility)
- Setting Default Timeline Rules for this Job
- Timeline Status
- Editing the Timeline
- Current Location
- Product Information
- Artwork Status
- Splitting Timelines – Moving Products
- Add Tracking Number
- Freight Cards
- Timeline Notes
- Freight Tracking
- Purchase Orders
- Cancelling Jobs
- Project Artifacts (Emails, Entities & Notes)
- Action-Notes
- Container Search & Sort
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- Summary Boards with Custom Views (Reports)
- Shared Views
- QuickLook Panel – Shortcuts
- Project Artifacts (Emails, Entities & Notes)
- Project delivery addresses
- PO Details, Instructions & Addresses
- Delivery Labels
- Attach Files to PO's
- Sending Purchase Orders to Vendors
- Sending the PO to Xero
- Sending the PO to MYOB
- Is the Purchase Order in Xero?
- Is the Purchase Order in MYOB?
- Action-Notes
- Disabling "Send PO to…" functionality
- Delivery label addresses
- Addresses on PO's
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Database
Your Company
Accounting
- Software Integration – Xero
- Xero – Locations and Contacts
- Creating an Invoice and Purchase Order in Xero
- Information in the Xero Invoice
- Customer PO Numbers
- Changes to the Sale – Xero Invoices and Purchase Orders
- Is the Sales Invoice in Xero?
- Automatic Invoice Status and Payment Updates from Xero
- Sending the PO to Xero
- Is the Purchase Order in Xero?
- "Send invoice to…" default setting
- Disabling "Send PO to…" functionality
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Customer PO Numbers
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?
- "Send invoice to…" default setting
- Disabling "Send PO to…" functionality
Ai Tools
Autosave
Quotes: Personalised Autosave
Individual users have granular control over their Quote Autosave frequency.

- The Default: Autosave is Off by default, allowing you to activate it on a quote-by-quote basis via the toggle in the top-right corner of your quote page.
- The Timing: Once active, your work will save 10 seconds after your last change.

Manual Control:
If you want total control over when your work is recorded, you can leave Autosave off and use the Save Changes button whenever you’re ready.
Your Settings:
If you’d prefer to have Autosave on permanently, you can update your preferences via Your Settings > User Settings (at the bottom of the Main Menu). Here, you can also customise the Autosave delay to suit your workflow.

Built-in System Smarts
Brandengine is also clever enough to recognise “true” changes. If you make an edit but then immediately undo it, the system knows the document is unaltered and won’t trigger an unnecessary save.
Preventing Data Loss
Even if Autosave is inactive, we’ve got your back. A notification will appear if you try to navigate away from a quote with unsaved changes.
