This article applies to all users who have admin, executive, and owner level access.
Watch the video guide or click "Get Started" for a click-by-click guide below:
How to Create Quote & Pricing Content
1. Click on your name in the top right corner
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2. Click on Company Settings
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3. Click on Proposal Settings
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4. Click on Product & Services
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5. Click on Sales tax settings
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6. Click on Add New
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7. Select Type (Single or Combined), Enter Name and Rate
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8. Click on Save
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9. Click on Manage categories
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10. Click on Add New
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11. Type category name
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12. If you are adding a subcategory, select "Is a sub-category" checkbox
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13. If you are adding a subcategory, select primary category
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14. Click on Save
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15. Click on Product & Services
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16. Click on Add New
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17. Select "Product or Service" or "Bundle"
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18. Select Type (Product or Service)
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19. Type Product/Service Name
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20. Select Category
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21. Add a description
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22. Add a sales price/rate and select Sales Tax (Taxable or Non-taxable)
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23. To add additional details check Product Specs
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24. Select Field Type (Single Select, Multi Select, Radio, Text)
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25. Enter Field Name
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26. Add additional information if needed (dropdown selections, prices etc)
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27. Click on Save
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28. Click on Save
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29. Click on Content
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30. Click on New Content
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31. Enter Content Name
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32. Select Section Type "Quote & Pricing Template"
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33. Click on Save
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34. Add Company Info
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35. Select Template type
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36. Add/Edit Logo
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37. Change template colors
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38. Change template font
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39. Click on Save
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