Saved quotations
Add a product
Product list
Create a combo
Saved combos
Add a customer
Customer list
Logo and company details
Authorised signatory
Watermark and footer
With no watermark image uploaded, the main logo is used. With no logo either, the brand name is used.
Sizes and colours
Social page links
The icons appear at the bottom left of the quotation. Leave a field empty to hide that icon.
Compliments page (A4 image)
Upload an A4 image (PNG or JPG) with seasonal offers or free add-ons. Anyone creating a quotation can add it as the last page with the Add Compliments option. Upload a new image to change it.
Front cover pages (A4 images)
Upload two A4 images (PNG or JPG) for the start of the quotation. Upload again to change an image. Anyone creating a quotation can add them with the Add Front Cover option.
Backup and restore
Download a full copy of all data: products, combos, customers, quotes, staff and settings. Keep the file somewhere safe, because it holds sensitive business data. Restoring replaces everything on the server.
Add a staff login
When editing a login, leave the password empty to keep the current one.