Many companies like to add their general terms and conditions to their invoices and quotations. In Teamleader you can do this automatically, so that y...
Wed, 19 Feb, 2020 at 3:12 PM
Sending an email from within Teamleader is quick and easy, even if it’s only an invoice or a meeting confirmation. All of these emails will be sent fro...
Wed, 19 Feb, 2020 at 12:48 PM
Give your email an extra touch with a signature. Keep in mind that this is a general signature for your whole company. So do not include any personal i...
Thu, 20 Feb, 2020 at 10:41 AM
When you navigate to Settings > Email layout > Layout for outgoing email, you can set a signature for outgoing emails. You can embed pictures...
Fri, 27 Jul, 2018 at 2:48 PM
You may want to adapt Cloudsign to your house style. There’re two ways to customize Cloudsign: Background Language Background Navigate to “Setti...
Mon, 11 Mar, 2019 at 8:49 AM
If you tend to forget to logout of your account when you do not use it, it might be useful to set an automatic logout to make sure your data stays safe...
Fri, 27 Jul, 2018 at 2:38 PM
You can do this by navigating to Settings > Cloudplatforms. The ideal size of your picture in JPG format is 1920x1080 px.
Mon, 4 Nov, 2019 at 11:35 AM
By default, Teamleader offers a variety of fields to enter information on every level: contacts, companies, deals, invoices, projects, tasks, etc. Neve...
Fri, 11 Oct, 2019 at 2:24 PM
Are you creating custom fields and have received an error saying "There is a maximum limit of 25 custom fields. Please contact support to increase...
Wed, 19 Sep, 2018 at 4:24 PM
Custom fields offer a way to personalize Teamleader. We offer several standard fields in each module, but we know that processes can differ for everyon...
Fri, 31 Jan, 2020 at 2:57 PM
