Once you have added products in the Product module, you can pick and choose a list of products in your quote block. Set a price, and a plan for each pro...

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...

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...

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...

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.  ...

You can add an image in a document by dragging and dropping the image block in the right hand side menu bar. Once you have added the image block, click on i...

This document describes the process of adding text over an image block. Drag the image block and upload an image. Now, you can see the option of adding t...

You can use the Tool bar at the top of your document to format your text.  With the tool bar you can do the following functions  Bold : Bolds the hi...

There are two Default formatting options :     Default Font: The type of font, “ Arial.,Calibri, Comic Sans”      Font size : 10, 14, 15  The Defaul...

To create a custom merge tag, add a variable and assign a value to the variable. Now add the specific merge tag to your document, and it will represent the ...