Articles in this section
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Order interval in product settings
Explore how to automatically generate recurring orders. Use order interval to define how often th...
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How to create & edit a Product Bundle
Selling multiple products in a single discounted deal? Use the Product Bundles feature to package...
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Product Bundles: Overview
Do you have lots of products that are often sold together? Or products that need to be sold toget...
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Can't preview PDF templates? (troubleshooting)
Having trouble previewing document templates or PDFs in Upsales? Check your browser doesn't have ...
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How to create tiered pricing on products
Tiered pricing offers Unit or Total prices for the same product. The tiers (levels) are connected...
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Setting up subscriptions
A subscription is one order split into several orders that are sent to the customer over a specif...
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Adding products and product categories
Discover how to manage products in Upsales. This article covers: Adding products Deleting produc...
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How to update multiple products
You can update multiple products at one time, including changing the category, setting the roles ...
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How to exclude a sale from a stage
You have the option to hide or exclude sales from specific stages by activating the "Exclude" tog...
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How to create a custom Sales board
Prefer not to use the default Sales board? Here's how to create a new board and choose the stages...
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Managing shared lists
Users can create new views of their lists and share them with other users and roles. As the admin...
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How to add custom fields
Use custom fields to adapt Upsales when organising your data or building integrations such as wit...
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How to make custom fields appear at specific sales process stages
You can set a custom field as required for a specific stage in your sales process. For example, a...
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Help text on standard notes field
On the standard notes field, you can add a help text or tooltip. This can help you be compliant w...
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Working with activity & appointment types
Set activities and appointments for reporting and helping users organise their work. This articl...
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About company & contact categories
Use categories to divide companies and contacts into different groups. By adding a set of new cat...
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Document templates
Quickly create orders using templates that update details automatically. This article covers: W...
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How to automatically sync outgoing emails into Upsales with Office 365
When emailing your contacts outside Upsales you can make these emails appear in Upsales. This art...
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How to use contribution margin with products sold
Contribution margin (CM), or dollar contribution per unit, is the selling price per unit minus th...
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Email signatures
You can create multiple email signatures for your colleagues to use when sending one-to-one email...
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How to add fields to a document template
Document templates allow you to extract dynamic data from the system into a static document using...
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About the sales board card layout
Each card on the sales board displays information you can view and click to edit. Available field...
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How to use custom objects
Custom objects is a feature for when you need to add supplementary information within Upsales. Fo...
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