Guides & how-tos
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Short, practical walkthroughs — with screenshots of every step — for setting up and mastering our apps. New ones land here as we write them.
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2 articles
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Published
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5 min read
How to set up Quote for success
A 10-minute walkthrough that takes Quote from an empty pipeline to a CRM that tracks every deal and nudges you before one goes cold.
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Published
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4 min read
How to fix a mistake on a deal
Typed the wrong amount or logged a payment twice? Edit, review, and archive a deal's history right from its timeline — without losing the original.
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