Get started

• Intro to Dealia Quote Management
• Step 1. Set up your profile
• Step 2. Link Dealia with your website
• Step 3. Create Quote Forms
• Step 4. Add Quotable Products
• Step 5. Assign forms to products
• Step 6. Get a quote request
• Get started guide – Dealia + Shopify

Embeds

• Ways to manage products
• Quote button embed intro
• Quote button on your website
• Quote button on an e-commerce website
• Quote Button on a Regular Website
• Add Request Quote button in any spot
• Embed quote button for developers
• How to add Dealia to Shopify website?

Forms

• Manage Product and Contact Forms
• Form Builder Components Explained
• Managing Form Builder Components
• Position & Width of Form Components
• Form customization – styling

Quotes

• Getting a new quote request
• Overview of the Quote Request List
• Quote Panel Overview
• Send a Quote to Your Customer
• End / Close a Quote Request

Negotiations

• Actions and Decisions – Deal Room
• The Meaning of Quote Negotiation Statuses
• Email Updates Sent During Negotiation Process
• How to View and Manage Customer Counter-Offers
• Give a counter-offer
• What When the Deal is Made?

Transactions

• Set automated PayPal payments
• Add manual payment instructions
• Customer Communication After Closing a Deal
• Payment confirmation

Settings

• General settings explained
• Quote Payment Settings
• Account settings
• Inviting and Managing Users

Video Tutorials

• Articles coming soon

Integrations

• How to integrate Shopify products with Dealia?
• How to integrate WordPress pages with Dealia?
• How to integrate Dealia with PayPal?
• How to integrate WooCommerce products with Dealia?
• How to integrate Squarespace products with Dealia?