Quotes & Documents

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17 articles in this collection
Written by Dennis de Kort and Tjeu Hendrickx
Create & send

Quotation dashboard

Quote dashboard
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Written by Tjeu Hendrickx
Updated over a week ago

Digital quotation (editor)

Create quotations for the digital world, with powerful sales and presentation functionalities
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Written by Tjeu Hendrickx
Updated over a week ago

Tips for quotations

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Written by Dennis de Kort
Updated over a week ago

Quotation product suggestions

How do I add product suggestions to a quotaton?
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Written by Tjeu Hendrickx
Updated over a week ago

Creating and sending out a quotation

Dennis de Kort avatar
Written by Dennis de Kort
Updated over a week ago

Extend a quotation

How do you extend your quotations?
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Written by Dennis de Kort
Updated over a week ago

View quotation as client

How do I view the quotation as a client?
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Written by Tjeu Hendrickx
Updated over a week ago

Multiple events on one quotation

How to send one quotation including several events?
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Written by Tjeu Hendrickx
Updated over a week ago

Set up VAT per quote or event type

How to setup VAT per quote? How to setup VAT per event type?
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Written by Tjeu Hendrickx
Updated over a week ago

Settings for schedule

What do the different elements mean of the schedule settings?
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Written by Tjeu Hendrickx
Updated over a week ago

Cost summary settings

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Written by Tjeu Hendrickx
Updated over a week ago

Setting up document templates

How to set up and edit quotation and document templates?
Dennis de Kort avatar
Written by Dennis de Kort
Updated over a week ago

Text formatting options (documents)

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Written by Tjeu Hendrickx
Updated over a week ago

Sending a document

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Written by Dennis de Kort
Updated over a week ago

Approve document

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Written by Tjeu Hendrickx
Updated over a week ago