How to Print and Email Proposals
When adding items to the cart, you will see buttons above the cart for Printing Proposal (downloading it as PDF) and emailing it. You can select proposal versions you want to include in the PDF/email as well as any items from the cart.
How to Use Price Multiplier
When you need to see the cost of cabinets to you and the cost of cabinets to the customer, use the particular ability of KitchenDEV Pricing & Ordering software to switch between the two prices. In the top right-hand corner, you will see a dropdown with Use Multiplier option. Switching it ON/OFF will change the […]
How to Catch Up on Status Changes
To see the history of changed statuses within the Revisions tab or send internal messages regarding a specific proposal, click the button marked on the image below to open the sidebar on the right in the Proposals page. You will see Revisions — Status Change Logs (history of status changes, as well who and when […]
How to Create Multi-Style Proposals/Versions
When your customers want to order cabinets of different styles and you want to include all of them within one proposal, you can create multiple Versions (Multi-Style Proposals). A Version is like a basket or a wrapper around a specific cabinet style and includes items only from that specific style. Every Version you create will […]
How to Filter Proposals
If you’re looking for a specific proposal and need to filter all proposals in your database, navigate to the Proposals page. On the right upper hand corner, above the table, you will see the button that is used for displaying additional filters and enables you to SHOW/HIDE FILTERS. You can filter proposals by description, customer, […]
When to Use New Proposal vs Quick Proposal
Sometimes, a customer is interested only in learning the price of the cabinets. If this is the case, you can speed up the process and skip the initial step 1. Simply click on the Quick Proposal button instead of the New Proposal. However, if you decide to save this Quick Proposal, you will be asked […]
How to Promote Successful Projects
With KitchenDEV Cabinet Pricing & Ordering software you can efficiently promote your projects and get stellar reviews. All you need to do is to send your customer a promotional email one week after cabinets installation date and ask for a review. Here’s how to do this. Set Installation Date Within the Order edit page, you […]
How to Add Cabinet Manufacturers and Change Pricing
Do you need to add a new cabinet manufacturer to your KitchenDEV database? Go to Requests > New Manufacturer page. Here you can easily attach catalogs or Excel files with cabinet parts and prices, and give us custom instructions on how to process them. If you need to request Price updates, go to the Requests […]
How to Create a Proposal
KitchenDEV Cabinet Pricing & Ordering Software gives one global, simple view on manufacturers, parts, customers, proposals, and orders from a central dedicated showroom database. Follow these steps to easily create proposals and simplify your ordering process. Start creating a proposal by clicking on New Proposal or Quick Proposal buttons in the dashboard. You can also […]