Spaces
Apps
Templates
Create
CostCertified Support
All content
Space settings
Shortcuts
Next/dev/staging front end
Next/dev/staging front end
This trigger is hidden
Troubleshooting articles
Troubleshooting articles
This trigger is hidden
How-to articles
How-to articles
This trigger is hidden
Content
Results will update as you type.
CostCertified Fundamental Skills
CostCertified Knowledgebase
PDF / document template editing
Item editing, importing and exporting
Creating and updating sales tax / VAT
Troubleshooting
Assembly building strategies
Project details and settings
Proposal/quote presentations
•
Enabling/disabling client changes
•
Larger presenter/sales person user profile icon
Adding Terms and Conditions To Your Proposal
Printing or downloading a proposal as PDF
•
Showing dimensions on assemblies in the presentation
•
Presentation translations/internationalization to client languages
•
How to set a default message when sending a quote or change order
•
Changing the project manager
•
Pre-Tax Breakdown
•
Exporting a materials take-off list
•
Exporting a quote/project into Excel/spreadsheet
•
How to add a discount
•
Require your sales people to include floorplans/drawings
•
Calculate weight of material items
•
Adding a fee based on cost, price, profit, weight or hours
•
How to change the client associated with a project
•
Changing company-wide markup or margin
•
Adjust project-wide margin
•
Using the Calculator
•
Labor types
•
Disable auto save on quote
•
Unlink / unsync / unsave item or assembly in a quote
•
How to block your client from seeing their proposal without deleting it
•
Subcontracting, work-orders, purchase-orders, scope of work docs
•
Grouping total profit as "management fee" in the proposal.
•
Change the Address Associated With a Proposal
•
Duplicate a Proposal
•
Client Authorization File
User, groups and permission management
Client management
Accessibility
Leads and lead forms
Vendor payments
•
Quick-start guide
Updates
•
Webhooks
•
Exporting for Sage Accounting Software
•
Client Chat
•
AutoCost
•
Adding Selection Items to Your Estimate & Proposal
•
Searching for Users or Sales People Using Pipeline & Getting Reports
•
Troubleshooting articles
Accepting invoice payments through CostCertified
•
How-to articles
Blogs
You‘re viewing this with anonymous access, so some content might be blocked.
Close
CostCertified Support
/
Proposal/quote presentations
Proposal/quote presentations
Mike OB (Unlicensed)
Owned by
Mike OB (Unlicensed)
Dec 15, 2020
Loading data...
{"serverDuration": 13, "requestCorrelationId": "a71d5d8aea1f4e7488d0134a2b87eb4e"}