FAQ: How do I add a deal?
The best way to keep track of your sales opportunities in Teamleader, is to add deals. In this article, you will learn about the different ways to add ...
Mon, 11 Jun, 2018 at 12:03 PM
FAQ: Can I copy a deal in Teamleader?
You cannot copy a deal but you can save the deal as a template: Click on the 'Actions' button above the deal. Select the option 'Save...
Mon, 11 Jun, 2018 at 11:12 AM
FAQ: Can I change my deal templates in Teamleader?
Need to make some adjustments to the content of your deal templates? Just go to Settings > Deals, and click the pencil next to the template you ...
Mon, 11 Jun, 2018 at 11:37 AM
FAQ: Can I display multiple options on my quotation?
It is only possible to add one quotation per deal in Teamleader, but you can offer multiple options to your client by following the next steps: 1. ...
Fri, 8 Jun, 2018 at 5:22 PM
How To: Giving discounts in Teamleader
We all sometimes allocate a discount with regard to a quotation or an invoice. It might be an early booking discount for quick deciders, or a reluctant...
Thu, 7 Jun, 2018 at 12:58 PM
How To: Adding additional VAT rates
Teamleader provides a standard selection of VAT rates, but it may be possible that you need to add additional rates. Navigate to "Settings"...
Mon, 11 Jun, 2018 at 11:55 AM
FAQ: Can I link several quotations to the same deal in Teamleader?
In Teamleader you can link one quotation to one deal. Does your client ask for another offer regarding a different service/product? The best thing ...
Mon, 11 Jun, 2018 at 11:08 AM
FAQ: Where can I see the different versions of a quotation/an invoice in Teamleader?
Whenever you edit a quotation/an invoice, you can still access its previous versions. There are two possibilities to get an overview of the latter: You ...
Mon, 11 Jun, 2018 at 11:30 AM
How To: Digital signing of your quotations with Teamleader’s Cloudsign
There’s money to be found in ecologics. And everybody knows: paperless is the future. Teamleader is aware of this and accommodates this in some easy-to-...
Wed, 16 Aug, 2017 at 9:27 AM
FAQ: How can I send my quotation via email attached as PDF?
In our never ending quest for ways to work smarter, we developed Cloudsign, a platform to send online quotations and get your customer to accept them. ...
Mon, 11 Jun, 2018 at 11:02 AM
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