KitchenDEV Blog

How to Send Proposal Contracts to Customers

Before sending the contract, you first have to create a contract under the Settings > Contracts. Create a Contract Give it a name, default email body that must include “[ContractLink]” placeholder, and contract terms in a form of sections, each

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How to Add Contacts to Proposals

Right below the proposal details in the fourth step of creating a proposal, you will see a section “Contact info”. To add a new contact, simply click on the button in the right corner and fill in the contact details.

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How to Define and Manage Taxes

When managing taxes, go Under Settings > Taxes. Here you can add key-value pairs for managing taxes. For example, you can add ‘New York — 10%’, ‘No Tax’, ‘Tax 1’ and percentages. Taxes you define here will be available for

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How to Add and Edit Users

When you need to create new users or edit existing users, go to Users under Settings. Define a role (Sales or Admin) for each user, as well as a location (pick from one of the existing locations). When defining a

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How to Add and Edit Customers

If you need to add new or edit existing customers, go to the Customers page.If you have already added some customers, you will see a table with all customers listed. For each customer, there are two columns showing a number

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