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eApps eQuotes

How to insert terms & conditions in a quote template

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.

Categories
eApps eQuotes

How to update Terms & Conditions in a quote

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.

Categories
eApps eQuotes

How to enable email notifications

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.

Categories
eApps eQuotes

How to customize the message of quote sent

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.

Categories
eApps eQuotes

List of Mappable Fields

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!

Categories
eApps eQuotes

Quote activity history

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!

Categories
eApps eQuotes

How to hide prices and/or items in quotes

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!

Categories
eApps eQuotes

How to set a renewal date for Documents

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!

Categories
eApps eQuotes

How to use Digital Signature

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!

Categories
eApps eQuotes

How to add discount to line items in quote

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!