Share this link with customers so they can access their quotes, invoices, and make payments:

Customers will enter their email to receive a secure login link.

Create reusable payment schedules for quotes. Each template can have multiple payments (e.g., deposit, progress payment, final payment).

Add promotional content at the bottom of every customer quote. Choose a banner image/link, a before/after slider, or both.

Manage the list of lead sources for tracking where customers come from.

Customize appointment types shown in the "New Appointment" dropdown on the Deals Pipeline.

Manage date types for deals (e.g., "Shop Date", "Installation", "Delivery"). These appear in the Scheduled Dates dropdown when editing a deal.

Define the types of items that can be added to deals (e.g., "Cabinet Doors", "Hardware", "Installation").

Define finish options that can be added to deals (e.g., "Natural Oak", "White Paint", "Walnut Stain").

Manage users who can access the admin panel. Assign roles to control their permissions.

Define roles with specific permissions. Users inherit permissions from their assigned role.

Choose which notifications you'd like to receive via email.

These terms will appear at the bottom of your quotes and invoices. You can customize them for each document type.

Manage all your email templates including quotes, invoices, payment confirmations, and deal stage notifications.

Connect to QuickBooks Online to sync customers and invoices.