How To: Adding pictures to quotations
There are different ways to add a picture to your quotation, depending on what you are searching for. Adding a picture of an article Adding a genera...
Thu, 24 Sep, 2020 at 12:06 PM
How To: Adding profit margin to your deals
Profit margin for deals is not a standard feature. If you want to have this feature enabled, just send a message to our support team.   What? This f...
Fri, 15 Jan, 2021 at 3:45 PM
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 editing your quotation layout. We...
Mon, 1 Feb, 2021 at 2:26 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...
Tue, 16 Jun, 2020 at 3:10 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. The VAT rates available in you...
Fri, 9 Oct, 2020 at 9:59 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 quotation regarding a different service/product? The best th...
Thu, 24 Sep, 2020 at 12:06 PM
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 these versions:...
Tue, 12 May, 2020 at 1:24 PM
How To: Digital signing of your quotations with Teamleader’s Cloudsign
There’s money to be found in ecology. And everybody knows: paperless is the future. Teamleader is aware of this and accommodates this in some easy-to-u...
Fri, 29 May, 2020 at 9:50 AM
FAQ: Is a quotation electronically signed via Cloudsign legally binding?
Absolutely. A quotation signed electronically is just as valid as if it had been signed in writing. As soon as the addressee electronically signs your ...
Fri, 6 Dec, 2019 at 10:20 AM
FAQ: Where is the feedback of the cloud platforms sent to?
When your customer receives your quotation or invoice, he or she has the option to give some feedback by clicking on the button ‘feedback’ in respectiv...
Wed, 3 Jun, 2020 at 9:43 AM
Integrations/Marketplace