FAQ's
If you have sold your business and the new owners will be continuing to use Formitize, they will need to update the company details as well as the user prof...
Tue, 28 May, 2024 at 1:40 PM
Inventory Management is not currently a feature offered by Formitize. However, it is on the agenda of our Development Team.
Fri, 2 Jun, 2023 at 4:33 PM
The Systems Status page will let you know if there any any issues with Formitize that could be affecting the service. It will also allow you to subscribe to...
Tue, 5 Nov, 2024 at 8:59 AM
To check your past subscription payments can be be done in the in the Web Portal. Settings Cog > Company Profile > Formitize Invoices.
Tue, 28 May, 2024 at 1:53 PM
The colour of your Dashboard will be automatically pulled from the colours of your logo once you upload it. To change this in your Web Portal select th...
Tue, 4 Jun, 2024 at 10:48 AM
As we continuously look to improve Formitize, you are able to submit a Feature Request in line for future consideration here. This can also be done in y...
Tue, 5 Nov, 2024 at 8:58 AM
To add a new client through your personal Partner Portal, in the Web Portal, click on the Partner heading. This will cause an accordion menu to ...
Tue, 14 May, 2024 at 1:00 PM
When a company's logo is uploaded to the Formitize web portal, the image will keep it's proportions when it is shrunk down to be used in different p...
Fri, 21 Jun, 2024 at 11:04 AM
For government and large enterprise clients, specific customisation, pricing and programs can be discussed and delivered that suits your larger business nee...
Tue, 20 Aug, 2024 at 1:35 PM
Go to Settings cog > Company Profile > Logo & Color. Your account can only have one logo on all CRM content (Quotes, Invoices, Purchases,...
Fri, 21 Jun, 2024 at 11:02 AM