NiftyQuoter Support Back to NiftyQuoter

Knowledge Base

Getting Started

  • How can I customize the look of my proposals?
  • How can I display client's signature?
  • Internal approvals/signatures
  • Do you do demos?
  • Do you have any tutorials or video tutorials?

Integrations

  • Xero integration
  • API documentation

My Account

  • How can I set up a custom domain?
  • How can I set up my SMTP server for outgoing emails?
  • How to set up HTTPS (SSL) with custom domain?

Proposals

  • How can I add images?
  • How to add line items / products from pricing templates to proposals
  • How to add optional items to pricing tables?
  • How can I attach a PDF file?
  • How can I edit proposal's state?
  • Adding multiple columns of content
  • Can I turn proposal content into a template?
  • How can I add videos?
  • How can I insert PDF page breaks?
  • How do I add page numbers to a proposal PDF?
  • How to add multiple pricing tables?
  • Import items / products from a CSV file
  • Tokens & Custom tokens

Theme

  • How can I customize the proposal background image?
  • Custom or no cover page
  • How can I add a footer text to a theme?
  • How can I use custom fonts?
  • Can I use multiple logos?

Troubleshooting

  • Spell checker doesn't work
  • My emails end up in the client's SPAM folder
Proposals

How to add optional items to pricing tables?

Still need help?

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