How to create your first quotation in VynSales
A step-by-step guide to building a professional quotation in VynSales — from picking the customer to choosing items, units, and pricing.
· 1 min read
Tag
How-to
8 posts tagged “How-to”.
How to convert a quotation into a sales order and invoice
Turn an approved quote into a sales order and then an invoice in VynSales without retyping line items — each step snapshots the document.
· 1 min read
How to set up price books and per-customer pricing
Use price books in VynSales to give different customers or segments their own pricing without editing products one by one.
· 1 min read
How to send an online payment link and get paid faster
Configure a payment gateway in VynSales and send customers an online payment link so they can settle invoices by card or local gateway.
· 1 min read
How to track leads through your sales pipeline
Use the VynSales leads module to move prospects from lead to won, with stages and lead scoring so your team focuses on the right deals.
· 1 min read
How to manage multiple companies under one login
Run several companies from one VynSales account — ideal for group structures, holding companies, and accounting firms managing multiple clients.
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How to set user permissions for sales and finance teams
Give each VynSales user exactly the access they need with granular module.action permissions — no rigid roles.
· 1 min read
How to use VynSales on mobile for field sales
Manage customers, leads, quotes, orders, and invoices from the VynSales iOS and Android app — and log customer visits with check-in location.
· 1 min read