General
Activity
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Create a New Quote
- Quote Details, Tags, GST & Currency
- Add items to a quote
- Products Catalogue
- Product Info
- $ Add Pricing to Quotes
- 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)
- 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
- Notes in the Action panel
- Days Valid
- Quote Statuses
- Project Artifacts (Entities & Emails)
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
- Show Remaining Articles (13) Collapse Articles
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Creating a Job
- Job Details & Progress
- Job Details – Overview
- Blue Block Settings (Rules, Updates, Visibility)
- Timeline Status
- Editing the Timeline
- Current Location
- Product Information
- Artwork Status
- Add Tracking Number
- Splitting Timelines – Moving Products
- Cancelling Jobs
- Project Artifacts (Entities & Emails)
- Notes in the Action panel
- Show Remaining Articles (1) Collapse Articles
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Project Artifacts (Entities & Emails)
- 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?
- Notes in the Action panel
Database
Your Company
Accounting
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- 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?
Ai Tools
Products Catalogue
Brandengine is integrated with Promodata – the promo industry product database – and your BE subscription includes full access to all Promodata info.
The information in Promodata is maintained by Vendors (not by Brandengine).
Some Vendors are connected via API which means that their info & pricing is checked every 24hrs for updates.
Vendors not on API supply their product updates via CSV files – and it is their responsibility to keep this current.
The product catalogue allows you to Explore Promodata products as well as any items that you have loaded into Your Database. This is the same product catalogue, information and functionality that you will see on the Items page (MainMenu/Database/Items) – except when you access the catalogue from within a quote, you will also see the +Add button. 
to includes products in proposals.
For more detailed info on the Product Catalogue page – please click here