Search
Related topics are listed below.
Proposal Options
Proposals Module » Proposal Options
Click the Options button at the top of Proposal Details to open the Options popover window. Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…
Client Proposal
Proposals Module » Proposal Reports » Client Proposal
Client Proposal The Client Proposal report is the document you will present to your customer with all the products and labor you put together in the Designer. The proposal has many options to help you customize the details you want your customers to see. When the…
Proposal Reports
Proposals Module » Proposal Reports
Proposal Reports The Proposal Reports tab houses three primary sections. Client Reports These are the documents you will send to your customer to show them what goods and services they will be purchasing from you. Client Proposal – customize the entire…
Proposal Reports
Reports Module » Proposal Reports
Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…
Proposal Settings Options
Settings Module » Module Settings » Proposals settings » Proposal Settings Options
Proposal Options The following options apply specifically to Proposals: Column 1 Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information before presenting the newly added part to the…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
Proposal Time
Proposals Module » Proposal Time
Proposal Time Tab The Time tab shows time entered on the proposal during the creation of the proposal. Some companies choose to track the time employees spend building customer proposals. This is where you will see that time. Time List Total Design Time –…
Proposal Designer
Proposals Module » Proposal Designer
Proposal Designer The Designer is where the details of the items proposed to your customer are displayed. Here you can modify information on each item and view the profitability of the job. The designer is broken into three primary sections, and we’ll address…
Proposal Groups
Settings Module » Pop Up Lists » Proposal Groups
Pop Up List: Proposal Groups Proposal Groups are used to add details to customers’ proposals regarding specific subsets of equipment. Each equipment group can have a unique graphic header along with a narrative to help explain the work to be accomplished. For…
Proposal Status
Settings Module » Pop Up Lists » Proposal Status
Pop Up List: Proposal Status Proposals have a status field that helps users understand what part of the sales process the job is in. These status are customizable and help when sorting and filtering proposals and generating notifications to team members. The proposal…
Proposal Email Settings
Settings Module » Module Settings » Proposals settings » Proposal Email Settings
When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…
Proposal Lost Reasons
Settings Module » Pop Up Lists » Proposal Lost Reasons
Pop Up List: Proposal Lost When a user marks a proposal as lost or declined, they will be prompted to specify why the deal was lost. On the pop-up window, they will be able to select a reason, as specified here, as well as enter a more detailed description. Set…
Proposal Snap Shot
Reports Module » Proposal Reports » Proposal Snap Shot
Proposal Snap Shot report The Proposal Snap Shot report provides a quick financial overview of the proposals generated in the system in a quick, simple to read view. This report also includes proposals that have been converted to sales orders. Here you’ll…
Proposal / Designer Speed Boost
Welcome » Change-Log » 2020 Q1 » Proposal / Designer Speed Boost
New Speed Boost Features *This beta feature was integrated into the full version of iPoint and is now turned on by default. As a result, this page is here for reference only. We have rewritten the way iPoint ads items to the designer in both Proposals and Sales…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
Proposals Module
Proposals Module
A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…
Options: Reports
Proposals Module » Proposal Reports » Client Proposal » Options: Reports
Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…
Jump to Added Items in a Proposal
Proposals Module » Proposals FAQ » Jump to Added Items in a Proposal
Jump to added items in a proposal. When designing a large proposal, the designer page will refresh to the top of the page each time a new item is added. But, you can jump to the room you are adding to, so you can keep track of those items added as you go. This may…
How can I list Unit / MSRP / Labor Price on my Client Proposal
Proposals Module » Proposals FAQ » How can I list Unit / MSRP / Labor Price on my Client Proposal
How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem confusing. So, in this section, we’ll take a look at the numbers in the left-hand column: what the number choices are, where…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
Options
Items Module » Options
The Options button gives you the ability to search your list of parts for specific items using search criteria. Click here for a description of all the options available. The Options button will be orange if search criteria are applied. If the button is tan colored,…
Custom Templates
Settings Module » Custom Templates
Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…
WO Options
Work Orders Module » WO Options
Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…
Viewing Options
Calendar Module (Schedule Pro 2017) » Viewing Options
Calendar Ninja The first viewing option is to decide who to view. Use the Calendar Group dropdown to choose a calendar group which will be comprised of specific individuals. For example, you might have a Sales group comprised of sales staff and their assistants.…
Designer Options
Proposals Module » Proposal Designer » Designer Options
The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…
SO Options
Sales Orders Module » SO Options
Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This option is rarely used as…
Print Options
Settings Module » Custom Templates » Options (tab) » Print Options
Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…
Accounting Options
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options
We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…
Invoice Options
Accounting Module » Invoices List » Invoice Detail » Invoice Options
Invoice Options: Standard Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and…
Projects Options
Projects Module » Projects Options
Projects Options button The Options button reveals a number of ways to filter and process the list visible list of projects. Filters tab Use the available fields to define search details to restrict the number of projects displayed on the Projects list. You can…
Viewing Options
Calendar Module (Schedule Simple 2023) » Viewing Options
Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…
Estimate Options
Accounting Module » Estimates List » Estimate » Estimate Options
Estimate Options Standard Archive – a check in this box removes the estimate from the standard list view. You can always see it later by choosing to show archived. View PDF of Estimate button – this button generates a PDF of the estimate and displays…
Options: Customization
Proposals Module » Proposal Reports » Client Proposal » Options: Customization
Proposal Options: Customization The Customizations section is where you can modify the actual text displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for details on…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
Time (tab)
Settings Module » QuickBooks » Time (tab)
QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks Desktop using the time a technician enters onto Work Orders. Note: iPoint does not currently support syncing work order time to QuickBooks Online. *If you utilize…
Invoices (tab)
Settings Module » QuickBooks » Invoices (tab)
QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…
Setup (tab)
Proposals Module » Setup (tab)
The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…
Documents (tab)
Settings Module » Document Builder » Documents (tab)
Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…
Overrides
Settings Module » Custom Templates » Overrides
The Over Rides tab gives you control over various template settings to customize even further. Contract Text Custom Template: Contract Text Override There are three places to place contracts for your customers. Module Settings > Proposals > Default Contract: A…
Reports Module
Reports Module
Reports The Reports module houses many reports that you can run to analyze company and job details. Select a report subsection to get more specific details about the reports you choose to run. Employee Records Autos Time Entries Work Orders Commission…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…
Autos Reports
Reports Module » Autos Reports
The Autos Reports are used in conjunction with the Autos module, where you can capture expenses used to maintain company vehicles, track service, and mileage records. Available Reports: Cash Bag Journal – provides a list of purchases made for a…
Commission Reports
Reports Module » Commission Reports
The Commission Reports are run to help you track and pay commissions to your employees. Available Reports: Combined Report – shows all the commissions due to sales staff based on invoiced from sales orders, projects, work orders, and invoices. Commission…
Customer Reports
Reports Module » Customer Reports
Customer Reports provide specific details about customer activity throughout iPoint. Note: Click on the report name to see a sample of the report and the options available. Click the module reference after the description to see where the data comes…
Invoices Reports
Reports Module » Invoices Reports
Invoice Reports give detailed access to reports about Invoices! Imagine that! Available Reports: Invoice Summary – a quick look at the invoices generated in iPoint. Payments Applied – need to see which invoices have been paid? Then, this is the report for…
Projects Reports
Reports Module » Projects Reports
Project Reports give detailed access to reports about Projects. Available Reports: Expense Report – lists the expenses incurred by field technicians and project managers as they work on jobs Task Report – a list of tasks or the things to complete on…
Assets Reports
Reports Module » Assets Reports
Asset Tracking Report The Asset Tracking report is where you can track company tools, resources, and other high-value assets. For example, maybe you have a wire toner that is shared among all the technicians. Who has it today? What is the value of that 800’…
Inventory Reports
Inventory Module » Inventory Reports
Inventory Reports The Reports dashboard gives you access to the Inventory Reports. (I know, that’s hard to believe, right?) Stock Asset Value Stock Levels By Location Items in Specific Location . . . . . . Stock Asset Value Report Stock Asset…
Deal Reports
CRM Module » Contact Details » Deals » Deal Reports
CRM Options: Deal Dash The purpose of Deal’s in iPoint is to help track the sales pipeline for your company. Click on the CRM module and choose the Deal Dash option to access the pipeline reports. This button opens a new window that can display several…
Goals Reports
Reports Module » Goals Reports
The Goals report is where you can track users’ productivity based on metrics you set up for them. For example, you may want to track the number of phone calls and face-to-face meetings your sales staff has with clients. Or maybe you’d like to track the…
Items Reports
Reports Module » Items Reports
The following reports pertain specifically to items in iPoint. Items Allocated – these are the items that have been staged or allocated for various jobs Items Sold – this report shows items that have appeared on an invoice Gift Cards Sold –…
Invoice List Options
Accounting Module » Invoices List » Invoice List Options
Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…
Sync List Options
Items Module » Options » QB Sync List » Sync List Options
Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…
Product Manager Options
Sales Orders Module » Product » Product Manager » Product Manager Options
Clicking the Options button on the Product Manager presents a number of different options available to you. These options are spread out across four tabs and each tab is described in detail here. Product Options: Transactions Transactions The transaction tab is…
Stock Options Window
Inventory Module » Stock Options Window
Stock Options window Anytime you need to manipulate inventory, the Stock Options window will pop up. You’ll find this window in: Sales Order Product Manager Project Parts Work Order Parts Invoice Parts Delivery Purchase Request Manager Inventory…
Item Detail Options
Items Module » Item Details » Item Detail Options
The Item Details options button provides three tabs: Standard Options New Item – press this button to create a new blank item that you can fill out details to make a new item. It’s like magic! Clone Item – this button makes a copy of the…
Contact List Options
CRM Module » Contact List Options
Contact List Options The Options button on the contact list opens a popover window to perform several actions and filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the displayed list of…
Error Logs (tab)
Settings Module » QuickBooks » Error Logs (tab)
QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…
Cover Page (tab)
Settings Module » Custom Templates » Cover Page (tab)
Cover Page Designer The Cover Page of each Custom Template can be modified in a number of different ways using this Cover Page Designer. The designer consists of seven separate tabs, each of which can be edited individually. The Main Windows shows all layers…
Pop Up Lists
Settings Module » Pop Up Lists
Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…
Time Entries Reports
Reports Module » Time Entries Reports
Time Summary Report Time Summary (e.g. WO Time) The Time Summary report tracks time entered directly on Work Orders. Typically this is for work completed on customer’s jobs. But many companies will create a persistent company work order where they track…
Work Orders Reports
Reports Module » Work Orders Reports
Work Order reports are used to provide additional details about work completed on a work order. Work Order Parts Added Report Added Parts This report shows products that have been added to work orders. This is typically done by technicians in the field, but can…
Sales Order Reports
Reports Module » Sales Order Reports
Winston Delivers The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick look…
Purchase Order Reports
Reports Module » Purchase Order Reports
Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…
Morning Coffee Reports
Reports Module » Morning Coffee Reports
Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…
Options: Template and Sorting
Proposals Module » Proposal Reports » Client Proposal » Options: Template and Sorting
Proposal Options: Template & Sorting The first section of the Proposal Options is where you define how the proposal will look graphically and in what order the items on the proposal are presented. . . Template Use the template dropdown menu to select between the…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
Item Additional Settings
Items Module » Item Details » Item Additional Settings
Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…
Tier 2 New Options and Features
iPoint Library » Tier 2 New Options and Features
These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…
Report Settings
Settings Module » Custom Templates » Options (tab) » Report Settings
Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…
Purchase Order Details
Purchase Orders Module » Purchase Order Details
Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the…
First Things First…
Welcome » OnBoarding » First Things First…
There are several tasks you can be working on while you are waiting for your server to arrive. So take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Examples If…
POs settings
Settings Module » Module Settings » POs settings
Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…
Tasks/Parts Lists
Work Orders Module » Tasks/Parts Lists
Work Order Tasks/Parts The list of tasks to complete and parts to deliver on a given work order is available by clicking the Tasks/Parts button at the top right corner of the work order. This is a toggle button that turns to Work Order Details when you are viewing…
Work Orders Module
Work Orders Module
Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used, and schedule tasks. Work Orders are also the vehicle used to track a technician’s time worked. In this section of the…
E-Signature Portal
Settings Module » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal
Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…
Picture Book
Proposals Module » Proposal Reports » Picture Book
Picture Book Report 11x17 Version The Picture Book displays the items you are selling to the client in picture format. The photos of your items are listed by location and are displayed in two columns. You can have up to 5 items showing per location. The quantity of…
Picture Book Settings
Settings Module » Custom Templates » Picture Book Settings
Picture Book The Picture Book is a unique report that displays the items you are going to sell your client in picture format. The report is broken out by location with up to five items per location. When printing a customer proposal or contracted sales order report…
Purchase Request Manager
Inventory Module » Purchase Request Manager
Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…
Scope
Proposals Module » Proposal Reports » Scope
Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…
Labor Hours
Proposals Module » Proposal Reports » Labor Hours
Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal and any additional standalone time added. Click the Labor…
Docs / Assignments
Proposals Module » Docs / Assignments
Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…
Profit and Loss
Proposals Module » Proposal Reports » Profit and Loss
Profit & Loss report The Profit & Loss report is available by clicking the Profit & Loss button in the Proposal Reports section. Open the Profit and Loss Report Available in three flavors, the default report shows the Cost, Price, and Margin broken down by parts…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
Retail By Product
Proposals Module » Proposal Reports » Retail By Product
Retail By Product Report The Retail By Product Report is similar to the Profit by Product Report, though instead of showing your profits, it shows the retail prices. On the report, you can see: Model: The item name, part number Description: A description of the…
Cover Page
Proposals Module » Proposal Reports » Cover Page
Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…
How do I Edit my Contract/Custom Template
Proposals Module » Proposals FAQ » How do I Edit my Contract/Custom Template
How do I edit my contract? There are a few ways to edit your proposal contract. Is this for a current proposal or just future proposals? Do you want one contract or multiple? In order to not get lost in the options, follow this handy guide! How Do I Edit My Contract…
Group Summary
Proposals Module » Proposal Reports » Group Summary
Custom Group Summary Report The Custom Group Summary Report focuses your client’s attention on proposal items by a predetermined group. The Custom Group Summary Report: summarizes specific items in the proposal by summarizing them by predetermined groups.…
E-Signature Portal
Web Portal » E-Signature Portal
Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…
Profit Analysis
Proposals Module » Proposal Reports » Profit Analysis
Profit Analysis Report The Profit Analysis report shows a detailed breakdown of the profit on the job, broken out by several metrics. On the report, you can see: Parts Base – the sum of the Unit Price for all items on this proposal Discount – any…
Profit By Product
Proposals Module » Proposal Reports » Profit By Product
Profit By Product Report The Profit By Product Report breaks down your profit for each item in the proposal. On the report, you can see: Model: The item name, part number, and description of the item Qty: How many you sold Cost: The cost per item Price: The…
Product List
Proposals Module » Proposal Reports » Product List
Product List Report The Product List Report shows all of the products on the proposal in a printable format. One of the main advantages of this report is that it totals up how much of each item is on the proposal. So, for example, if you sort by manufacturer, you can…
Footer
Proposals Module » Proposal Designer » Footer
Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…
STX Proposals (Beta)
Settings Module » Integrations » STX Proposals (Beta)
So you already use STX proposals? You’ve set up the integration within your settings to get connected. Good news! We can import your Proposals from STX into iPoint! How to view your STX Proposals within iPoint Select the Proposal Module within your iPoint…
How do you show Discounts and Modifiers in the Grand Total Summary
Proposals Module » Proposals FAQ » How do you show Discounts and Modifiers in the Grand Total Summary
How do you show modifiers and discounts in the Grand Total Summary? Grand Total Summary To show modifiers and/or the total discount your client is getting in the grand total summary on a client proposal, change order report, or sales order summary, as a separate…
Portal Proposals
Settings Module » Integrations » Portal » Portal Proposals
So you are considering integrating with Portal or have finished the integration within your settings. However, what about all the Proposals you have stored in Portal you have worked so hard on? Good news! We can import your Proposals from Portal into iPoint! Note: In…
Hide Costs from your Customer with Walkthrough Mode
Proposals Module » Proposals FAQ » Hide Costs from your Customer with Walkthrough Mode
Walkthrough Mode This feature is a Toggle Button – The Enable Walkthrough Mode button hides all cost, margin, markup, and modifier details from the screen. This is extremely useful when building the proposal in front of the customer as they don’t need to…
Main Image
Settings Module » Custom Templates » Cover Page (tab) » Main Image
Cover Page: Main Image Clicking the Main Image tab shows only the graphics portion of the cover page. There are three options in the Image Selection drop-down. Half on Top – positions the graphic or picture on the top half of the cover page Half on Bottom…
Items settings
Settings Module » Module Settings » Items settings
The Items tab consists of options for the Items and Inventory modules. Item Options Options Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…
Proposals settings
Settings Module » Module Settings » Proposals settings
Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…