Company Settings
Settings connected to company account including: Company Information, Integrations, Equipment, Pricing, Quotes, Presentation, Billing, Members, and Distributors
By Hayden and 1 other2 authors47 articles
- How SetSale Calculates Pricing
- Setting Up Your Company's Pricing Rules
- Net Profit
- How SetSale Calculates Markup Pricing
- Understanding SetSale's Gross Margin Pricing Model
- Guaranteeing Profit with Gross Margin Pricing
- How to Set Up and Manage Install Supplies in SetSale
- How to Customize Tax Rates per Quote in SetSale
- Configuring Your Quoting Settings
- How to Share a Quote or Presentation with a Client
- How to Customize AI-Generated Quotes in SetSale
- How to Hide Equipment Pricing from Salespeople
- How to Hide Sales Commission Amounts from Technicians
- Upgrades vs Install Supplies ... What's the Difference?
- Enhanced Upgrades
- Understanding and Using Services
- How to Combine Repair and Replace Options in a Single Quote
- How to Use Upgrade Rules in SetSale
- How to Automatically Add Upgrades to Your Quotes
- How to Automatically Add Services to Your Quotes
- How to Add a Custom System Template
- How to Add Financing Plans to SetSale
- How to Set Up Commission Rules in SetSale
- How to Automatically Add Rebates to Your Quotes
- How to Set Up Distributor Order Email Notifications