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...
Mon, 24 Sep, 2018 at 9:32 AM
FAQ: Is my quotation in Teamleader legally binding if a customer does not sign it but only clicks on the accept button?
The answer is quite clear: yes.   With your quotations flying out of Teamleader in a high tempo, it is almost bound to happen that a customer forgets...
Fri, 14 Sep, 2018 at 10:46 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...
Thu, 26 Jul, 2018 at 9:44 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...
Thu, 5 Jul, 2018 at 4:52 PM
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...
Fri, 15 Jun, 2018 at 3:59 PM
How To: Managing deal phases
When you get started with the Deal module in Teamleader, you'll automatically have a standard deal funnel as illustrated below. Here you will find...
Mon, 18 Mar, 2019 at 10:43 AM
FAQ: What is the difference between ‘"Refuse"’ and ‘"Delete"’ a deal?
If you choose to refuse a deal, you actually state that the deal has not gone through for a specific reason.  You can edit those reasons under Settin...
Fri, 21 Dec, 2018 at 4:59 PM
FAQ: What do the colors under deal activity stand for?
When you have a look at the overview of all your deals, you might see that there are different colors under the column ‘Activity’. Here you can find ou...
Tue, 29 Jan, 2019 at 4:02 PM
FAQ: What is the Workflow of Order Confirmations, Orders and Delivery Notes?
First and foremost: these features are not available by default. If you would like to work with them, just send an email to support. No worries, these ...
Mon, 23 Jul, 2018 at 4:27 PM
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