Help & Support
Explore specific Quotient features in our Help Articles, or contact support.
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Getting Started
Account Management
Working with Quotes
- Quote Statuses
- Opens and Views
- Questions, Comments, and Private Notes
- Set the Next Quote Number
- Quote Expiry Date
- Quote Date
- PDF Download
- Tax Display Options
- Sales Tax & Categories
- Currency on Quotes
- Accept a Quote on behalf
- Digital Fingerprint
- Discounts on Quotes
- Quote Versions
- Edit an Accepted Quote
- Edit and Resend a Quote
- Resend a Quote
- Delete or Remove Quotes
- Leads
Templates & Items
Editing Items
Working with Contacts
Invoicing
Import / Export
Email Setup & Tips
- Customer Emails & Templates
- Email Footers
- Send customer emails from my own email address
- Receive a copy of New and Accepted Quote Emails
- Schedule Email
- Follow-ups
- Find a copy of the email that was sent with the Quote
- Change Email Address
- Update Contact & Resend
- Alternative Email Address
- Spam Filters, Tips
- Reviews