Articles in this section

• Issues when previewing PDF template

  If you are having trouble previewing document templates or PDFs in Upsales or any other site your...

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• Tiered Pricing on Products

  What is Tiered Pricing on Products? Tiered Pricing on Products is a way of choosing different pri...

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• Creating custom PDF - document templates

  This article will explain how to create a custom document template and help you familiarize yours...

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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

  This article covers adding: Products Product categories FAQ Related articles: Contribution ma...

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• Updating Multiple Products

  You can update multiple products at one time, including changing the category, setting the roles ...

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• Creating 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 Views

  Users can create new views of their lists and share them with other users and roles. As the admin...

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• Custom Fields

  Use custom fields to adapt Upsales for your needs and organise or segment your data. Example: Use...

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• Requiring Order and Opportunity Custom Fields by Stage

  Advanced field rules for opportunities allow you to decide when custom fields are required, based...

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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

  Simplify your users' workflows with document templates for proposals, orders and meeting protoco...

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• Contribution margin in Upsales

  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 emai...

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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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• 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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• Custom objects

  Custom objects is a feature for when you need to add supplementary information within Upsales. Fo...

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