Buildxact

Learn how to edit your quote and the methods by which you can share it to your client

How to produce your quote and share it to your client

Editing each section of your customizable quote letter

You can elect to use digital acceptance when sharing quotes via the client portal or email

How to use advanced editing in your quote letter

Full list of commands available for users to pull data through to the customizable quote letter.

We will go over how you can get your Custom Templates Specification section to appear how it used to with the images inline with the text

We will go over how you can get your Specification layout to only show text when there isn't an image using the advanced editing.

Customize your quote with images to convey your brand

How to check the size of an image you want to upload to your quote letter

Showing things to your client that are optional like upgrades for example

We will go over how you can get your Custom Templates Specification section to appear with the specification images docked to the top.

Find answers and get help from Intercom Support and Community Experts

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