Thank you to everyone who joined us at this afternoon’s webinar covering Quotes & Orders. Below you’ll find the rebroadcast in case you missed it live as well as the user questions that were asked during the webinar. As always, don’t hesitate to reach out to us at support if you have any questions! We’re here to help.
Any way to export a PDF of a quote or invoice?
Demonstrated in the video. You’ll go to the specific order and use the print option and save it as a PDF.
I have a question about the Album Collection order you just showed, the options on the side (Additional Spreads, Cover Photo, etc), are those filled in by the client when they receive the Order email?
Not currently but it’s something that’s planned for a future update. There is some groundwork that needs to be laid before that happens.
How do you get to the manual booking screen?
When you’re building or adding a quote to a lead, there is a manual booking button on the upper right of the screen.
What is ProSelect?
ProSelect is a photography sales solution for in-person proofing.
You can learn more about our integration with them here.