Popular Articles
QuotingBill - Creating Products
When you first log in to your quotingbill session, you will have three ways of creating a product, you can either do it through the setup view, products tab or direcly through the create dropdown as shown below. Don't worry, if you already clicked on ...
QuotingBill - Creating/Importing Customers
When you first log in to your QuotingBill session, you will have two ways of creating a customer, you can either do it through the setup view or through the customers tab as shown below. Notice that you can import customers through a csv file or ...
Marketplace - Installing / Managing / Configuring / Uninstalling
The marketplace is the home for all of our 3rd party integrations that boost the quotingbill experience. From here you can install any Application and extend our platform in varying spots on the application such as when making a quote, when managing ...
QuotingBill - Quotes Creation
When you first log in to your QuotingBill session, you will have two ways of creating a quote, you can either do it through the summary setup view or 'Quotes' tab as shown below. Don't worry, if you already clicked on 'Dismiss setup' at the bottom of ...
QuotingBill - Invoices Creation
When you first log in to your QuotingBill session, you will have two ways of creating an invoice, you can either do it through the summary setup view or 'Invoices' tab as shown below. Don't worry, if you already clicked on 'Dismiss setup' at the ...