GeoQuotes Resources
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Frequently Asked Questions
Step 1: Go to the Settings module, then, select Templates.
Step 2: Choose a template from the “template list”. Drag and drop “Text tool” to the text area.
Step 3: Select the drop-down button and choose “Config terms and conditions” then click on Update at the top right.
Step 1: Go to the Settings module and select Config.
Step 2: Toggle “Use quote digital signature”. Select “Update Terms and Conditions” and click Done.
Step 1: Go to the profile icon and select Email Notifications on the top right.
Step 2: Select the Quote Notification setting. Choose “Created”, if you created the quote OR “Watched” if you are watching the quote.
Step 3: Choose desired event(s) you want to get notified for.
Step 4: Save your changes.
Step 1: Under the Settings module, select Config.
Step 2: Toggle “Use custom quote sent email” and click on Customize Email.
Step 3: Insert your message and click Done.
Here’s a list of all the fields you can map from GeoQuotes to use in your templates. To use them you need to follow the structure ${field_name}
‘name’
‘description’
‘expiry_date’
‘date_sent’
‘subtotal’
‘discount’
‘cost’
‘profit’
‘total’
‘discount_type’
‘discount_value’
‘discount_percent’
‘quote_number’
‘tax_total’
‘total_including_taxes’
‘company_name’
‘date_today’
‘contact_name’
‘quote_stage_id’(to use quote stage)
‘company.addresses.address_1’
For Groups
‘group_name’(NOT available in DOCX template, HTML only!)
‘group_subtotal’ (NOT available in DOCX template, HTML only!)
For products table/line items
‘product.name’
‘product.rate’
‘product.quantity’
‘product.subtotal’
‘product.description’
‘product.image’
‘product.discount’(if using inline discount)
And Sign for signature
Make sure to always have only one product table in template and make sure to put all product.X tags in same line/row because GeoQuotes iterate this to add multiple of them.
It’s also important to mention that any column in monday.com can be used directly in DOCX template using the column name used inside monday.com app.
You can also map monday.com column fields in GeoQuotes Standalone and add those columns to template directly through our system.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
You can easily check your quote’s activity history by accessing the standalone version of GeoQuotes, where you can check if the quote was viewed directly in the list view of the “Quotes” module and through the comments inside the quote link you generated.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
Thanks to our Template Builder, you can easily create templates customized to your every need!
Whenever you want to hide prices or items in quote, you just need to remove the required mapped fields from your template and select it when you are ready to share your quote.
To learn more about the Template Builder click here.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
Although currently not focused in other formats, you can use GeoQuotes to automatically create a document at a certain date using the “recurring” feature.
To achieve that, you will need to create a specific template that won’t pull (map) any information from the quotes fields and select it later.
Inside the “Quotes” module, select the quote you want to be recurring.
Once you click, you will see the image below. Set the information as necessary and click “Save” to complete the action.
After this is set, every selected time period a new quote will be created automatically and you will receive an email reminder about it. It’s important to mention that the recurring action does not send document automatically.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
Now you can use and edit Word documents inside GeoQuotes!
Inside “Settings” click on “Templates” and then click on “Create”
After that, you will see the image below. If you wish to upload a Word file, click on “Upload Word Template” and you can select the file from your computer to add the template.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
Now you can add taxes to all line items that apply!
Inside the quote, click in “Add taxes”
After that, you will see a list of taxes available and you can click on “Copy to all line items” to apply to all items.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
You can now add images and variation/customization options to your products, and show them inside the quote!
Go to “Settings” and click on “Products”. Inside it, you can create or select a product to edit.
To enable variations, click on the toggle button that says “Product has Variations?”. If it is showing blue, that means that variations will be enabled for the product and you will see the image below:
If you wish to just add images to your products, you don’t need to enable product variations.
Inside the product you want to add image, you will see the image below:
After you’ve added the images to your products, if you want them to show inside your quote template you will need to add the field to a specific portion of it. Below you can see an example of how that could look like inside the template:
And this is how it could look inside the generated template:
Inside the quote you can see the product images by clicking on the “eye” button:
This feature can be used in both HTML and DOCX templates.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
You can now add your expected close date and how many days before that date you want to be reminded of it.
Once this is set, the system will send an email reminder at 8 am to the user. The system time zone is configured for UTC, and you can customize it inside the “Settings” module in “Config”. If you don’t know your time zone, just click in “Find my time zone”
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
You don’t need to open your quotes anymore to save them. Now you can complete that action directly from the list view!
Simply click on the highlighted download icon of the quote you want to save and done!
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
You can now set specific discounts (percentage or value) per line item inside the quote.
First you will have to select the toggle above the product table that says, “Want discount per line item?”
After that, all you need to do is select the “discount type” and add the amount in the “discount” column.
Here’s an example of discount percentage
Here’s an example of discount value
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
To use digital signature on your quotes, all you need to do is go to “Settings” and then “Config”.
There you will see the toggle for “use quote digital signatures”. To enable it, click on it and you will see it as blue (as the image below). You can also add specific terms and conditions to it (or leave blank if you don’t want to use it).
And done! You are set to start using signatures in quote.
Inside the quote, when you are ready to share the document you will see the option below to select the person you want to sign the document. You will also need to select the “require signature for approval” to add it in your document.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
Inside the “Quotes” module, select the quote you want to be recurring.
Once you click, you will see the image below. Set the information as necessary and click “Save” to complete the action.
After this is set, every selected time period a new quote will be created automatically and you will receive an email reminder about it. It’s important to mention that the recurring action does not send quote automatically.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
With GeoQuotes, you can easily push any quote directly to the Opportunity module inside SugarCRM.
Within the Settings module, under the Integrations section, navigate to the SugarCRM box and click on Configure.
In the pop up that appears, enter your SugarCRM URL along with your login information and click on Integrate.
Currently, it is not possible to use SSO to complete the integration between SugarCRM and GeoQuotes. To login, you will need to have a username and password. Once completed, you will see the pop up (shown below) confirming that the integration has been enabled.
After integrating, you can start mapping each of the modules from SugarCRM. Choose the fields you want to map for each and click Save once you’ve finished.
Sync Companies/Accounts mapping screen:
Sync Contacts mapping screen:
Sync Products Catalog mapping screen:
Map Opportunities/Quotes screen:
If you have any questions, feel free to send us a message by clicking here. Our support team is always ready to help!
To reset your password, all you need to do is click on the “Forgot Your Password?” button at the left corner below the “login” button
Once you’ve done it, you will see the image below and all you need to do is fill out the field with the email you registered with GeoQuotes, and click on the “Trigger Reset” button when you are ready.
When you’ve completed this process, you will receive an email to set your password. This email is valid for one hour only.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
Inside the Settings module, you will find the “Config” option to customize your quotes.
Once you’ve clicked on it, you will see the image below and you can customize all of the fields below, as well as add your company logo (which will show in the quote when you share it through a link).
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
You can create a new quote from the Home page by clicking in the “Create New” button and selecting the “Quote” option
And you can also create a Quote inside the “Quotes” module by clicking in the “Create” button
Once you select to create a quote, you will see the page below and all you will need to do is fill out the spaces with the information necessary
When you are done, click on the “Save” button to save your quote and you will be ready to share it after that!
And if you wish to make any changes or edit on your quote, all you need to do is click on the “Quotes” module and select the “edit” button next to the item name in the list view
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
To create a new account, all you need to do is click on the “Register” button at the right corner below the “login” button
Once you’ve done it, you will see the image below and all you need to do is fill out the required fields, and click on the “Register” button when you are ready.
When you’ve completed this process, you will receive an email to set your password. This email is valid for one hour only. If you couldn’t create you password in that timeframe, click here to learn how to set it through the “Forgot Password?” link.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
In the “Settings” module, click in the “Users” tile to start the process.
Inside, you will see the image below and you will have the following options: create, edit and de-activate.
If you wish to de-activate the user, simply click in the “Archive” button next to it and confirm that you want to “archive” the user. This will free up one seat in your subscription and you will be able to create another user.
If you wish to edit, just click on the “Edit” button under the “Actions” column inside the user row.
If you want to add a new user, click in the “Create” button at the top.
Inside, you will see the image below. Fill out the necessary fields, choose a user role (click here to learn more) and click the “Save” button to finish.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
In the “Settings” module, click on the “Templates” tile.
Once you are inside, click on the “Create” button to start a new template.
Our drag and drop editor is very easy to use and intuitive.
Choose how you want to build your template by dragging the necessary tiles to the blank space.
With the “Text” option you will have access to all of the fields available in your quote. All you need to do is select the text and the options will show in a dropdown menu.
It’s important to know that all of the dropdown options are related to the data inserted in the system, so if you want to pull your own information through the merge tags that won’t be possible. You can add your company and contact information directly in the Template, as shown in the pre-built template available.
By clicking in the “eye” button, below the “Name your template” field, you will be able to see a preview of your quote.
If you click on the “edit” icon you will be able to add your own HTML code to build your template as well. After adding the code, make sure to click on “Update” to save your work.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
In the “Companies” module, click on the “Create” button
Inside you will see the image below and you can fill in all the fields with the necessary information. When you are done, click on the “Save” button.
After saving, you will be taken to the list view of the “Companies” module and if you need to update an entry, all you need to do is click on the “edit” icon (highlighted in the image below) of the item you wish to change.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
With GeoQuotes you have the chance to assign roles to your team members.
In the “Settings” module, click on “Users” tile to start.
Inside, click on “Create” to add a new user profile
In this area, you will be able to add all of your new user information and select the role: User or Admin.
As an Admin, the user will have access to all of the modules, including settings, and they will be able to edit all of the information in the system.
As an User, they won’t have access to the “Settings” module and only work with existing templates, products and taxes.
After selecting your user role, you can click on the “Save” button.
Once you’ve saved the information, you will be taken back to the “Users” list view. There you have the chance to edit your user information or archive that entry. To edit, all you need to do is click on the edit icon (highlighted in red) and to archive you just need to click on the icon next to it (not highlighted).
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
In the “Contacts” module, click on the “Create” button
Inside you will see the image below and you can fill in all the fields with the necessary information. When you are done, click on the “Save” button.
After saving, you will be taken to the list view of the “Contacts” module and if you need to update an entry, all you need to do is click on the “edit” icon (highlighted in the image below) of the item you wish to change.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
With GeoQuotes you can assign roles to your users and here you can learn the differences between them. The options are “Users” or “Admin”.
As and admin you will have full access to the platform, including the “Settings” module and all its features.
As an user, you won’t have access to the “Settings” module and you will only be able to work on existing template.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
If you wish to cancel your GeoQuotes subscription, you will need to reach out to our customer support team.
You can do so by clicking here or in the link available in the subscription area of your GeoQuotes, so our team can assist you with your request.
To edit a tax you need to have an “admin” role.
In the “Settings” module, click on the “Taxes” tile (highlighted in the image below)
Inside the Tax option you will see the “Create” button on the top right corner. Click on it to start a new tax.
After that, all you need to do is fill the required fields and click on the “Save” button.
If you synced your GEoQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
In the Settings module, within the Integrations section, navigate to the QuickBooks box and click on Configure.
In the pop-up that appears (see the image below), click on Integrate to continue.
After clicking on Integrate, you will be taken to the Intuit sign-in page to enter your QuickBooks credentials.
On the sign-in page, choose the company you want to integrate with and click Next.
In the pop-up that appears (see below), after going through Intuit’s “Terms of Service and Global Privacy Statement”, click Connect.
Once connected, you will be taken to the Integrations page inside GeoQuotes where you can start the process of syncing your customers or products.
In both options, you will need to map/link the columns inside GeoQuotes with Quickbooks. All you need to do is choose the field that relates to that option (see the images below).
– Sync Customers
– Sync Products
After you’ve synced your GeoQuotes with Quickbooks, the system will only accept Quickbooks’ tax information. You should make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.
If you have any questions, feel free to send us a message by clicking here. Our support team is always ready to help!
In the “Quotes” module, click in the “edit” button of the quote you want to share to open it. You will see the image below and at the end of it, click on the “Share” button to see the options.
With GeoQuotes you can send a quote directly to a client email, download or print the file directly.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
In the “Settings” module, click on “Products” to start creating a single, or bundle product.
In the pop-up that appears (see below), if you want to create a new single product, click on the “Create” button. If you want to create a “Product Bundle”, skip the next step.
Once you’ve clicked, you will see the page below and all you will need to do is fill out the necessary fields. After that, click on the “Save” button to finish.
If you want to create a bundle, click on “Product Bundle” and you will see the image below. Hit the “Create” button to start a new bundle.
Fill in all the necessary fields on the page, choose the products you want to add to the bundle from the dropdown list, and click the “Save” button to finish.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!
With a free GeoQuotes account, you will have 5 free quotes per month. That number will reset every month and they are not cumulative.
If you wish to send more than 5 quotes in a month, upgrade your account and explore the full access of our platform. Click here to learn more about our plans.
If you haven’t completed your Quickbooks integration, click here to learn how.
Once you’ve finished connecting with Quickbooks, you will be taken to the “Integrations” page inside GeoQuotes and you can start to sync your customers or products.
In both options, you will need to map (link) the columns inside GeoQuotes with Quickbooks. All you need to do is choose the field that relates to that option, as you can see in the images below.
– Sync Customers
– Sync Products
After you’ve synced your GeoQuotes with Quickbooks, the system will only accept Quickbooks’ tax information, so make sure that all your information inside Quickbooks is updated to reflect all the taxes you need to use.
If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!