Adding a New Customer in Quotify CRM To add a new customer in Quotify CRM, follow these steps: Login to your dashboard Click “Customers” fro...

Creating a New Customer Contact in Quotify CRM To add a new contact to an existing customer: Open the customer profile from the admin dashboard Navigate to the “Contacts&#8...

Assigning Customer Admins in Quotify CRM If you prefer not to grant full “View Customers” permission to a staff member—but still want them to access specific customers—you can assign them as an...

Enabling or Disabling Customer Registration in Quotify CRM You can control whether customers are allowed to self-register on your portal. To enable or disable this feature, go to:Setup → Settings...

Once your proposal is ready, click the mail icon on the right side of the screen. This will open a popup preview of the email template. You can insert the proposal link directly into the em...

ou can generate detailed customer reports using the Reports feature in Quotify CRM. How to Generate a General Customer Report: Go to Reports from the main navigation Sel...

To export customer-specific data such as invoices: Go to the Customer Profile Click on the tab you want to export from — for example, Invoices...