Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.
Watch this training video on how to set up your pricing profiles for your catalogs.
Watch this training video which shows you how to setup your cost factors for your catalogs.
Sometimes people want to adjust the price of just one line item. EQ controls price adjustments but there are a couple ways to accomplish this.
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
Use these steps if you need to stop Google Chrome from Auto-Updating
If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.
If you need a previous version of Google Chrome, here are some links to download version 70 for Windows or Mac.
If your Dashboard does not look right (should be 3D color) or if you have to continually “Accept” Flash for it to look right, follow these directions to fix permanently.