Documents

How to reconfigure my product pricing?
You can edit products and their pricing within the quote block by clicking the hamburger icon as shown below. 
Mon, 2 Mar, 2020 at 2:44 AM
What are the types of Blocks in a document?
You can create a Document with seven types of drag and drop elements that are referred to as “Blocks”  The image block is the overlay that sign...
Wed, 12 Feb, 2020 at 4:52 PM
What is a Quote block?
The Quote block is a tabular representation of your Products & Services along with prices, etc. to the document. You can use this block to add products...
Mon, 2 Mar, 2020 at 2:22 AM
How to add Products in a Document?
To add products in a quote block, just click on the Add product button and then choose to add a product within the quote block. You can either add      A...
Mon, 2 Mar, 2020 at 2:30 AM
How to hide setup price?
Hiding or showing setup price : Once you add a product to the quote block, you can optionally choose to show or hide the set-up price by check-ing or unchec...
Mon, 2 Mar, 2020 at 2:32 AM
How to add discounts and tax ?
Discounts and Tax in Quote Block :  You can add discounts and tax directly in the quote block by editing the respective menus and they will get included...
Mon, 2 Mar, 2020 at 2:34 AM
How is total calculated in my Quote?
Total calculation in the Quote block - The Total amount is calculated based on the sum of all individual product prices, implementation cost and sales tax  ...
Mon, 2 Mar, 2020 at 2:36 AM
How do I edit Quantities in my Quote?
Editing Quantities in Quote block  To be able to edit quantities within the quote block, click on the  Hamburger icon  at the top right corner of your qu...
Mon, 2 Mar, 2020 at 2:37 AM
How to allow clients to choose from multiple items in a quote block?
To allow clients to choose multiple items within the Quote block, click on the drop down before the hamburger icon at the top right corner of your section a...
Tue, 3 Mar, 2020 at 2:31 AM
How to send a document?
Once completed, you can directly send the document to the intended recipient by clicking on the send email button on the top right of your editor.  ...
Mon, 2 Mar, 2020 at 2:55 AM