Help Articles

Getting Started

• Quick Start Guide
• Layout, Style and Company Information
• Set the Next Quote Number
• Set the Quote Expiry Date
• Adding and Removing Team Members
• Sales Taxes & Categories
• Import / Export

Account Management

• Working with multiple Quotient accounts
• Referrals – Get FREE account credit
• Your Quotient Invoices (Receipts)
• Privacy, Security and Backups
• Cancel or Deactivate an Account
• How to Reactivate your Account

Working with Quotes

• The Stages of a Quote
• Ask a Question, Comments and Private Notes
• Opens and Views
• Digital Fingerprint
• PDF Download
• Tax Display Options
• Accept a Quote on behalf
• Edit an Accepted Quote
• Edit and Resend a Quote
• Resend a Quote
• Delete or Remove Quotes

Templates & Items

• Templates – Getting Started
• Smart Tags in Template Items
• Item Lookups, for use in your Quotes
• Include an introduction at the top of your Quotes
• Including Terms & Conditions

Editing Items

• Price Items – An Overview
• Multiple Choice, Optional Items and Editable Quantities
• Subscriptions, for Repeating Costs
• Cost Price & Margin
• Subtotals
• Hide Pricing Details
• Files and Images
• Text Formatting
• Simple Calculator

Working with Contacts

• Contacts – Getting started
• Sending a Quote to multiple Contacts
• Display phone/address details
• Profile Images on Contacts
• Archive or Delete a Contact

Email Setup & Tips

• Spam Filters – Tips
• Send customer emails from my own email
• Update an SPF record to include Quotient
• Receive a copy of new and accepted Quote emails
• Where can I find a copy of the email that was sent with the Quote?
• Email error message: Not delivering to previously bounced address

Add-ons

• Follow-ups
• Leads
• Webhooks

Add-ons – Other Apps

• Zapier
• Xero
• QuickBooks Online
• QuickBooks Online – Useful things to know
• MailChimp
• Capsule
• Insightly
• Highrise

Mobile Web App

• Install Quotient Web-app on your iPhone or iPad
• Take photos from your iPhone and attach them to your Quotes
• Attach files and images to your Quotes from other cloud services