Items, Proposals & Purchase Orders
Learn how to create and use Items to propose to your Clients and then create Purchase orders.
14 articles
All Items PageInforming users how to navigate their All Items Page effectively
Email to Client FeatureInforming users how to email clients directly from DesignerLink 2.0
Archived ItemsThis article informs users on how they can find Items they have Archived from the Project Page or from the All Items page.
Creating Spec SheetsInforming users how to create spec sheets
Creating Template ItemsInforming users how to create and use Template Items.
Create New Proposal/EstimateInforming users how to create Proposals (also known as Estimates) which you will then be able to send to Clients for approval.
Creating Group ItemsInforming users how to create Group Items (also known as Parent/Child Items)
Updating Current Proposals/EstimatesInforming users on some tips for how to edit current Proposals (also known as Estimates).
Using the Photo ClipperInforming users on how to use our Photo Clipper to save time uploading item specs.
Creating Purchase Orders (POs) for Service ClientsInforming our Service users on how to create Purchase Orders
Creating Purchase Orders (POs) for Non-Service ClientsInforming our Software Only users on how to create Purchase Orders
Balance Due InvoicingInforming users on how to customize the amount you want your Client to pay for Product Proposals/Estimates.
Email to Vendor FeatureInforming users how to email clients directly from DesignerLink 2.0
Add / Edit Item PageA guide to creating and editing Items in DesignerLink.