Support/FAQ

Accounts and Payments

How to reset your password?

I forgot my password, what should I do?

How to perform a backup of your data?

How to cancel your account?

How to update your credit card or billing address?

How to review your payments, upgrades or account history?

How to add a coupon code or review your coupon code?

How to review or change your Quote Roller plan?

Catalog

How to add custom fields to your Catalog Items?

What is the Quantity editable option?

What is an optional line item?

How to add a discount to the proposal pricing table?

How to add a picture to Catalog line items?

How to export Catalog items?

How to import Catalog Items using a CSV file?

How to clean up your Catalog items?

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?

What are Catalog Categories, how to add them and review them?

What is a Subscription, how to add them and review them?

What is a Product, how to add them and review them?

What is a Service, how to add them and review them?

Clients

How to export clients from Quote Roller?

How do I clean up my contacts?

How to import contacts from a CSV File?

How to set a Client as a favorite?

How to set primary contact for a company?

How to add and edit a client?

Dashboard

What is the Dashboard and how do I use it?

Integrations

Zapier Integration with Quote Roller

LiveFrame Integrations with External Applications

RightSignature Integration with Quote Roller

Affinity Live Integration with Quote Roller

Basecamp New Integration with Quote Roller

Capsule CRM Integration with Quote Roller

Salesforce Integration with Quote Roller

FreeAgent Integration with Quote Roller

Highrise Integration with Quote Roller

PipeDrive Integration with Quote Roller

Podio Integration with Quote Roller

Saasu Integration with Quote Roller

SageOne Integration with Quote Roller

Zoho CRM Integration with Quote Roller

Insightly Integration with Quote Roller

Batchbook Integration with Quote Roller

Box Integration with Quote Roller

Basecamp Classic Integration with Quote Roller

Nimble Integration with Quote Roller

Harvest Integration with Quote Roller

Google Chrome Integration with Quote Roller

Google Drive integration with Quote Roller

Nutshell Integration with Quote Roller

Library

What is the content library and how to use it?

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?

Settings

How to setup multi team access for team accounts?

What is the Quote Roller Referral Program

How to add your colleagues to CC of a proposal?

How to set an expiration date and expiration email reminder?

How to change the paper size?

How to add a logo and change the background color of the Classic view?

How to configure your email signature?

How to change the language in Quote Roller?

How to translate labels and emails for your language?

How to customize email notifications

How to add your own custom logo to your Quote Roller account?

How to add a team member and how they login?

How to change the starting proposal number and proposal number format?

How to use your own email address for email sent out of Quote Roller?

How to change the default time zone?

How to change the default date format?

How to modify price format?

How to change default currency?

How to setup a custom domain name (example: proposals.yourcompany.com)?

Templates

How to add a fillable form for your Web Versions of Proposals?

How to create a custom inner pages for PDF version of the proposal?

Examples of Custom CSS code for your Quote Roller templates and proposals.

How to change the paper size?

How to add a picture to Catalog line items?

How to create your first template?

How to add or change design to a template?

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 create a custom cover page for PDF version of the proposal?

How to use Custom CSS for your templates?

How to add a logo and change the background color of the Classic view?

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 copy or clone a template?

How to delete a template?

How to add a free public template to your account?