DocHub enables you to clean certificate in quote quickly and quickly. Whether your document is PDF or any other format, you can effortlessly modify it using DocHub's intuitive interface and robust editing capabilities. With online editing, you can change your quote without downloading or installing any software.
DocHub's drag and drop editor makes personalizing your quote easy and efficient. We safely store all your edited paperwork in the cloud, letting you access them from anywhere, anytime. Additionally, it's straightforward to share your paperwork with users who need to review them or add an eSignature. And our native integrations with Google products allow you to transfer, export and modify and endorse paperwork directly from Google applications, all within a single, user-friendly program. Additionally, you can easily transform your edited quote into a template for repeated use.
All completed paperwork are safely saved in your DocHub account, are effortlessly managed and shifted to other folders.
DocHub simplifies the process of completing document workflows from day one!
In this tutorial, the presenter explains how to manage invoice, quote, and certificate settings in the app. To access these settings, click the cog icon at the top right and select "search invoice quote settings." Users can set their initial certificate number and update the certificate email address, which will appear on all certificates. Automated reminders can be enabled to notify users a month before the due date. Additionally, invoice settings allow for customization of the initial invoice number, footer message (including bank details), terms and conditions, and default payment terms due date, ensuring reminders for both users and clients.