Can I create quotes and contracts on my phone?
Yes. You can create quotes and contracts on mobile and export to image or PDF for field conversations.
Yes. You can create quotes and contracts on mobile and export to image or PDF for field conversations.
Business data is stored in this browser by default. Export backups regularly from Settings. With a cloud account, project data can sync to the server.
Check spam, then confirm your sender domain (SPF/DKIM), from-address, and template configuration with your email provider.
Yes. On the new contract page, choose generate from a quote to pull line items and basic fields, then edit as needed.