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, 22 Feb, 2019 at 1:18 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 > Invoic...
Tue, 24 Dec, 2019 at 12:33 PM
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 ...
Thu, 28 May, 2020 at 9:03 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 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
How To: Sending out an automatic thank you note for Cloudsign
Whenever a potential client converts into a paying customer by accepting your quotation through Cloudsign, you can choose to send an automatic thank yo...
Mon, 7 Oct, 2019 at 11:43 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. ...
Fri, 14 Sep, 2018 at 10:35 AM
FAQ: How can I modify the numbering of my deals?
The answer to this question is quite simple: you can’t. However, there are a few options when it comes to modifying the numbering of deals in Teamleade...
Tue, 29 Oct, 2019 at 2:29 PM
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