Creating & Sharing

+1
39 articles in this collection
Written by Mark Tanner, Sydney Youngblood, and Diana Potter and 1 other
Quote Blocks

Creating quotes with Quote blocks

Make the most of your Quote blocks
Written by Diana Potter
Updated this week

Accept Blocks

Whenever you want your clients to be able to accept your proposals (including with eSignatures!) you'll use an Accept Block
Written by Diana Potter
Updated this week

Optional Quantities

With our Quote Block you'll be able to add items with optional quantities and allow your clients to choose how many of something they want.
Written by Diana Potter
Updated this week

Adding Optional Items

You'll be able to add items that are optional to your Quotes and allow your clients to choose if they want to include this item or not.
Written by Diana Potter
Updated this week

Discounts

Sometimes you want to offer your clients a discount on an item or the entire quote, and you want that discount to be visible to them.
Written by Diana Potter
Updated this week

Variable Pricing

If your prices vary based on quantity, you'll use a pricing range to set this up.
Written by Diana Potter
Updated this week

Adding taxes to your quotes

This article describes how to add taxes to your quote blocks. You can store country, state, and local taxes and choose which to apply.
Written by Diana Potter
Updated this week

Changing your Quote Currency

Written by Diana Potter
Updated this week

Importing Line Items

If you have a lot of line items you can bulk add them via a CSV upload. This is how.
Written by Matthew Searle
Updated this week

Packages

If you have multiple grouped options for your clients to choose from (think Gold, Silver, Bronze) you'll be able to add them as packages.
Written by Sydney Youngblood
Updated this week

E-Signatures

With our Accept Block you'll be able to add legally binding esignatures. You can also have multiple clients sign the same page. This is how.
Written by Diana Potter
Updated this week

Custom Forms

How to ask your client questions during the accept process.
Written by Diana Potter
Updated this week