Product FAQ

What do the contracts statuses mean?
Expired contracts- The contracts has been sent to a customer, but no action was taken by the customer. contract is no longer valid. Expiring Contracts- ...
Sat, 9 Aug, 2014 at 5:57 PM
What is the product and service items used for?
Allows you to upload, create and edit your products and services in one centralized area so your price list is always up-to-date, saves time, and reduc...
Thu, 24 Jul, 2014 at 3:38 PM
How do I see my quote history?
Quote History Mosspaper provides an audit history of the actions taken by you, your team members and your customers as it pertains to a specific quote. Yo...
Thu, 24 Jul, 2014 at 3:39 PM
How do I convert a quote into a contract?
Easily Convert a Quote To a Contract Mosspaper allows you to easily convert a quote into a contract. This feature reduces redundancy and typing errors tha...
Thu, 24 Jul, 2014 at 3:39 PM
How do I get a customer's signature?
Obtaining a Customer Signature 1) Once a user clicks "Approve" on the secure URL link on an email notification, a pop up box will show up 2) U...
Thu, 24 Jul, 2014 at 3:40 PM
What is the comment box used for?
The comment box is an easy and simple way to improve communication between customers and business owners to leave feedback directly on the quote or contract...
Thu, 24 Jul, 2014 at 3:40 PM
What happens after I confirms a quote or contract to be sent to a customer?
1) Customer will receive an email notification from the MossPaper. 2) Customer will receive a summary of the quote that include the expiration date, descr...
Thu, 24 Jul, 2014 at 3:40 PM
How do I create a quote?
To Create a New Quote 1)   Go to “Add” on the upper right menu”. 2)  Select “Quote”. 3)   User fills out “Quote Title”. 4)   User selects a customer...
Thu, 24 Jul, 2014 at 3:41 PM
What happens if I don't map up data fields during an import?
Map all the data fields. This is so your information is upload to the correct fields available in the system. If the information labels are not mapped cor...
Thu, 24 Jul, 2014 at 3:41 PM
How do I delete a contact on a customer's profile page?
To Delete a Contact from Customer Profile Page 1)   Go to “My Customers” tab on the main menu. 2)   Click on customer name. 3) Click “Edit”. Go to “Co...
Thu, 24 Jul, 2014 at 3:42 PM