Articles in this section

• 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

  Have lots of products that are often sold together? Or products that need to be sold together as ...

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• BETA: Subscription templates

  How to create a subscription template As an admin you can create different subscription templates...

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• I can't preview PDF templates

  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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• Creating custom PDF - document templates

  How to create custom document templates, use the template editor, and edit with HTML and CSS.  Th...

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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 for your needs and organise or segment your data. Example: Add...

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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

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

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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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