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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