Company Preferences & Settings in Bolster
-
Getting Started
- Bolster Basics
- Bolster Dashboard
- Bolster Proposals
- Bolster CRM
- Line Items & Assemblies in Bolster
- Bolster Presentations
- Company Preferences & Settings in Bolster
- CostCertified Fundamental Skills (old platform)
-
CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost