Is The Layer's electronic signature legally binding?

Getting started with the quotation builder

How to update appointment feedback

Why is my quotation remaining in 'draft' status once sent?

How to find previous lead customer and sales order records by using TrackBack

Why shouldn’t I delete invoices? HMRC GUIDELINES

How to cancel a previously won quotation based on a customer cancelling the order

How to cancel a quotation and sales order

How to produce a copy of a signed quotation

Renewal expiry date vs. Expiry date (non-managed expiries) - Understanding the difference

How to set up quote authorisation on The Layer

Sales Order Cancellation

Managing Renewals: Why are renewals important?

How to activate Company Terms & Conditions (T&Cs) in the Layer

How to create Sales Order checklists

Customer and Lead Access Delegation

How to change the status of quote (not won) from lost, quoted, cancelled and open.

How to add Product Highlights to a Product or Service - Key Benefits or Features

Understanding Opportunities: How do I link a service asset renewal to an opportunity from a work stack?

Quotation Output Templates: How to amend Quotation columns

Understanding Opportunities: How to create an opportunity in the Layer

Understanding widgets: Duplicating the Sales Order Leaderboard

How to activate Supplier's T&Cs in the Layer

Understanding Opportunities: Create work-stack based on opportunity created date

How to create product opportunity checklists

Understanding Opportunities: How do I create or link an opportunity to a service asset in a customer record?

Understanding Discount Types in The Layer

Understanding Opportunities: How to link an opportunity to an expiry

How to delete a quotation and order (when the quotation has been manually signed)

How to create a sales order without the need to create a quotation

Environment Settings - User Targets - Monthly Appointment targets

How to create a custom service in the quotation

Line Rental Subsidy

How is profitability information calculated for quotation lines?

How to add a checklist to a Sales Order

How to add images and product information to your quote based on selecting the item in your quotation

How to delete a signature from your won quotation

Price books: Understanding 'OGR Buy Price Override'

How to amend opportunity probability via appointment feedback

How to import price book

Understanding Opportunities: How to set up forecast categories for opportunities

Understanding Quotations: How to create a funding request

Quotations: Outputting Variable Discounts & Subsidies

How is the turnover value calculated in The Layer?

Sales & Quotations: How to add a lease item to your quotation

How to approve funding requests

How to use your presales reporting widgets

Opportunities: Manage permissions for bulk changes in opportunity stacks.

How to resend undelivered mail

How to mark a quotation as a pipeline quotation from your workstack

New Permission to 'Allow Calendar Schedule Conflict'

Sales Order Leaderboard Widget - Understanding the breakdown

How to Create a Custom Phone Call Outcome

How to gather contract expiries

Sales Performance Widgets

How do I enable 'Minimum Profit Threshold' for quotations?

New Parameter: Sign Block with Terms

How can Customer add their PO into the quotation

Understanding Supplementary Products: Linked products and services in the quotation builder

How to sync appointments after reassigning

How to create a new appointment

How do I create variable term contracts?

Understanding Opportunities: What are Opportunity Classifications

Price books: Understanding 'Third Party Billed'

Understanding Opportunities: Losing opportunities and capturing reasons for loss

User Roles: Restricting the ability to bulk reassign delegated lead and customer records

How to Schedule a Phone Call

How to add Deal Termination into Quotations

Understanding Sales Orders: Linking your new sales order to an opportunity without a quotation

'Quotation won edit' permission

Understanding the Supplier Performance Widget - Service Connections by Supplier & Classification

How to merge lead records together

How does the general fund work in The Layer

Reassign the parent records from task stacks

Understanding Quotation Configuration Options: How to configure a quotation

Set up and use of Resource Planner Calendar

Product Bundles - Linked Items

How to auto-assign a customer owner when a lead is converted to a customer

How to add call rate groups to a quotation

How does Buy-out fund works in the Layer

Product Bundles

Connection by supplier and Classification widget

Understanding Quotations: Managing Upfront Variable Sell Price & Discounts

Understanding Quotations: What are price book categories

Duplicate Checker

Understanding Expiries: Non-managed Expiries

Reassign opportunity with associated tasks and quotations

Product Bundles - Child Services

Custom Terms and Conditions: Set up and Use

How to complete a product exchange on the Layer

Managing Contract Extensions, Renewals & Buyout values in The Layer

Product Basket

Understanding Opportunities: Export of Opportunity stack and use of the data for forecasting

Product Hierarchy Overview