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 produce a copy of a signed quotation

How to cancel a quotation and sales order

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 create Sales Order checklists

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

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

Customer and Lead Access Delegation

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

Understanding Opportunities: How to create an opportunity in the Layer

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 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

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

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 delete a signature from your won quotation

Line Rental Subsidy

Environment Settings - User Targets - Monthly Appointment targets

How to create a custom service in the quotation

How to amend opportunity probability via appointment feedback

Price books: Understanding 'OGR Buy Price Override'

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

How to add a checklist to a Sales Order

How is profitability information calculated for quotation lines?

Understanding Opportunities: How to set up forecast categories for opportunities

How to import price book

How to approve funding requests

Understanding Quotations: How to create a funding request

Quotations: Outputting Variable Discounts & Subsidies

How to Create a Custom Phone Call Outcome

Understanding Opportunities: What are Opportunity Classifications

Opportunities: Manage permissions for bulk changes in opportunity stacks.

How is the turnover value calculated in The Layer?

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

How to use your presales reporting widgets

How to resend undelivered mail

New Permission to 'Allow Calendar Schedule Conflict'

Sales Order Leaderboard Widget - Understanding the breakdown

Sales Performance Widgets

How can Customer add their PO into the quotation

How to gather contract expiries

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

New Parameter: Sign Block with Terms

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

How to create a new appointment

How to sync appointments after reassigning

How to Schedule a Phone Call

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

Understanding Opportunities: Losing opportunities and capturing reasons for loss

How do I create variable term contracts?

Price books: Understanding 'Third Party Billed'

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

How to merge lead records together

How does the general fund work in The Layer

How to add Deal Termination into Quotations

'Quotation won edit' permission

Product Bundles - Linked Items

Understanding Quotation Configuration Options: How to configure a quotation

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

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

Reassign the parent records from task stacks

How to add call rate groups to a quotation

Set up and use of Resource Planner Calendar

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

Product Bundles

How does Buy-out fund works in the Layer

Understanding Quotations: What are price book categories

Duplicate Checker

Understanding Quotations: Managing Upfront Variable Sell Price & Discounts

Understanding Expiries: Non-managed Expiries

Connection by supplier and Classification widget

Reassign opportunity with associated tasks and quotations

Product Bundles - Child Services

Managing Contract Extensions, Renewals & Buyout values in The Layer

How to complete a product exchange on the Layer

Custom Terms and Conditions: Set up and Use

Product Basket

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

Product Hierarchy Overview