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Help Articles
Getting Started
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Send your first Quote
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
Browser requirements
Account Management
Working with multiple Quotient accounts
Referrals – Give 1 month, 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
Viewed vs Open
Following up Quotes
Digital Fingerprint
PDF Download
Tax Display Options
Accept a Quote on behalf
Edit and Resend a Quote
Edit an Accepted 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 from your customer
Files and Images
Text Formatting
Working with Contacts
Contacts – Getting started
Sending a Quote to multiple Contacts
Display phone/address details
Profile Images on Contacts
Remove or Merge a Contact
Email Setup & Tips
Spam Filters – Tips
Update an SPF record to include Quotient
Receive a copy (via BCC) of new and accepted Quote emails
Where can I find a copy of the email that was sent with the Quote?
Integrations & Add-ons
Zapier
Xero – Getting Connected
QuickBooks Online – Getting connected
QuickBooks Online – Useful things to know
Quotient Webhooks
MailChimp
Capsule
Insightly – Getting connected
Highrise
Quotient as a Desktop App
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
Still stuck? Please email
support_@_quotientapp.com
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