By Melissa and 4 others5 authors21 articles
How can I add an existing contact from my directory to a project?
How can I edit the price of an item on a project?
How can I send my client multiple options for their quotes?
How can I discount a project?
How can I change the company on a project?
How can I create a retainer quote?
How can I add notes to my items on a project?
What is the project timeline?
Can I create a new client on a project?
How can I create a new company from a project?
Where can I see client facing project notes?
Add a Venue to a Project
Preview A Contract As a Client
Create a Line Item Group on a Contract
How do I build a contract?
Add Delivery or In-Store Carryout / Return to Contracts
Add a Client to a Contract
Add Inventory to a Contract
Add Additional Fields to Contracts
How can I add a multi-day discount to items on a project?
How can I process 'terminal' transactions?