Support/FAQ

Proposals

How to add custom fields to your Catalog Items?
How to setup costing and profit margins for your Quote Roller Proposals?
How to export a proposal pricing table to excel
How to rename Catalog Types, Services, Products and Subscriptions?
How to add table of contents to the PDF?
What is the Quantity editable option?
How to copy a proposal to be used again for another client?
How to create your first proposal?
How to add your colleagues to CC of a proposal?
How to setup a secure proposal, using a passcode?
How to set an expiration date and expiration email reminder?
How to convert a proposal into a template?
How to use proposal analytics?
How to discuss a proposal with a client using the comments field?
How to add an attachment (any file, for example PDF or Excel document) to a proposal?
What is an optional line item?
How to add a discount to the proposal pricing table?
How to manually change the status of a proposal to be accepted and declined?
How to archive or unarchive a proposal?
How to edit a proposal after it has been created?
How to rearrange section names in a template or proposal?
How to remove the borders of an inserted table?
How to customize text formatting by editing HTML Source?
How to choose a Pricing Table layout?
How to add a page break to the PDF document?
What is the content library and how to use it?
What are content blocks and how to use them?
What are tokens and how to add them to templates or proposals?
How to rearrange or disable Catalog sections in the pricing table?
How to add custom Subscription-Periods?
How to add custom Service-Units?
How to setup taxes and use them?
What is a Price List, how to add them and review them?
How to customize email notifications
How to change the starting proposal number and proposal number format?
How to modify price format?
How to change default currency?
How to perform a backup of your data?