Product FAQ

How do I change my domain URL name?
Change Domain URL Name 1) User clicks on User Profile on the upper right corner. 2) User will click on the “Manage Accounts & User Permissions” tab....
Thu, 24 Jul, 2014 at 3:33 PM
How do you update billing/payment type?
Update Billing/ Payment Type 1) User clicks on User Profile on the upper right corner. 2) User will click on the “Plans and Billing Information” tab. ...
Thu, 24 Jul, 2014 at 3:34 PM
How do I switch from monthly or annual billing?
Switch from Monthly to Annual Billing 1) User clicks on User Profile on the upper right corner.   2)User will click on the “Plans and Billing Informatio...
Thu, 24 Jul, 2014 at 3:35 PM
How do I upgrade or switch your subscription?
Upgrade or Switch Your Subscription 1) User clicks on User Profile on the upper right corner. 2) User will click on the “Plans and Billing Information” ...
Thu, 24 Jul, 2014 at 3:35 PM
How do you resend a contract?
Resend a Contract 1) Click on “Contract”. 2) You will see “Contract by Status”. 3) Click on the Contract title. You will see the “Contract Details”. ...
Thu, 24 Jul, 2014 at 3:36 PM
How do I delete a contract?
Delete a Contract 1) Click on “Contract”. 2) You will see “Contract by Status”. 3) Click on the Contract title. You will see the “Contract Details”. ...
Thu, 24 Jul, 2014 at 3:36 PM
How do I view contract history?
Contract History 1) Click on “Contract”. 2) You will see “Contract by Status”. 3) Click on “Approved” items or locate your approved Contract with the ...
Thu, 24 Jul, 2014 at 3:36 PM
How do you renew a contract?
Renew Contract 1) Click on “Contract”. 2) You will see “Contract by Status”. 3) Click on the Contract title. You will see the “Contract Details”. 4)...
Thu, 24 Jul, 2014 at 3:37 PM
How do I resend a contract?
Resend a Contract 1) Click on “Contract”. 2) You will see “Contract by Status”. 3) Click on the Contract title. You will see the “Contract Details”. ...
Thu, 24 Jul, 2014 at 3:37 PM
What do the quote statuses mean?
Saved Quotes- Quotes that has been created and save. These quotes have not been sent to the customer for signature or approval Pending Quotes- Quotes th...
Sat, 9 Aug, 2014 at 5:57 PM