Customization
The document your customer gets wears your face.
Your color, your typeface, your logo and the details you choose to show, in the order you choose. You build it looking at the page, not exporting test runs — and the same goes for your statuses, your currency and your emails.
Set it once and it applies everywhere.
Settings belong to your account, not to each document. Change the color, rename a status or fix the tax, and the change shows up on its own wherever that detail appears: on quotes, on orders, on the board and in what reaches the customer.
- Your color and your logo
- The quote PDF
- The purchase order PDF
- The work order PDF
- A renamed status
- The list
- The board
- The dashboard
- Your currency and your tax
- The totals on all three documents
- The viewer your customer opens
- Your email template
- The email your customer receives
- Bulk sends
You build the document while you look at it.
The controls on the left, the real page on the right: the color, the typeface, where your logo goes and which details appear, in what order and under what name. No exporting a test to see how it came out, and no Word file that everyone keeps a different version of. The template you set up works just the same for your purchase and work orders, and if you want to see a finished page before setting up yours, the free tool builds that same quote template as a PDF.
And what isn't the document is yours too.
You set the statuses
Rename the built-in ones, create your own and order them the way a deal moves in your company. The system still knows which one counts as won.
Rules that run on their own
A quote that reaches its expiry with no answer moves on its own to the status you choose, without anyone checking it.
How much you see in the table
Three views of the same list, from the essentials to every column. Each person keeps their own, in every module.
The email is yours too
It goes out from your address, with your name, your subject line and your logo. The customer never sees the tool's name anywhere.
Text you don't rewrite
Save your introductions and your commercial terms once, and pick them when you build the document.
Your currency and your tax
Currency, symbol, tax name and rate, time zone, date format and account language. Your sales tax or VAT rate is entered once and applies to all your documents.