Product FAQ
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
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
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
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
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
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
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
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
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
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