Getting Started Guide
Settings cog > company profile > logo and color. Your account can only have one logo on all CRM content (Quotes, Invoices, Purchases, Automated ...
Mon, 30 Jan, 2023 at 2:30 PM
To update your payment information, they can be found in Web Portal > Settings Cog > Company Profile > Payment Details. Note: this up...
Mon, 25 Sep, 2023 at 9:40 AM
Reminders are a good way to maintain communication with both Formitize Users in your account, as well as client contacts, so that everyone is aware of anyth...
Thu, 4 Apr, 2024 at 1:36 PM