Quotes
- 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
- Sales Order Confirmation (SOC) – Setup
- Sales Order Confirmation (SOC) – Creation
- Sales Order Confirmation (SOC) – What Your Client Sees
- 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
- Show Remaining Articles (24) Collapse Articles