Custom Currency
When to use: Your business uses a currency not in the dropdown
How to set:
- Offer Data tab → Currency dropdown
- Select “Custom”
- Input field appears
- Type your symbol:
¥,₹,CHF,kr, etc. - Preview updates immediately
- Saved with offer
Mixed VAT Rates
Current limitation: One VAT rate per entire offer
Workaround:
- Create separate offers for different VAT rates
- Or: Calculate manually and enter as single “Total” item
Bulk Operations
Delete multiple old offers:
- Go to Quotes → All Quotes (admin list)
- Select offers with checkboxes
- Bulk Actions → Trash
- Limitation: No bulk edit – only trash/restore
Best Practices Summary
✅ DO:
- Save frequently – no autosave!
- Use templates for recurring offers
- Add descriptive captions to images
- Test public links before sending to client
- Check preview before finalizing
- Use version numbers in offer names for iterations
❌ DON’T:
- Don’t forget to save before generating link
- Don’t delete offers with pending client responses
- Don’t use special characters in offer numbers (stick to alphanumeric)
- Don’t add too many images if PDF size is a concern
- Don’t skip customer email if you want acceptance notifications