Pro Mount · V2 Manual

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PRO MOUNT

The Original Mount

V2 Manual

Pro Mount by Vancomm v1.0

Getting started

Welcome The 10-stage pipeline Daily check-in The 5-Day Soak

Pipeline

Quotes & invoices Overriding price on a quote Deposit workflow Updating production status Recording payments Issuing a credit invoice When a quote is stuck

Email

Sending a quote or invoice Following up on a stale quote

Customers

Adding a customer Updating a customer record Customer-specific pricing

Files

Files & attachments

Products

Adding a new product Updating an existing product Archiving a product

FAQs

What V2 does automatically If something's wrong

Admin

Editing PDFs — First Edit a PDF — Steps

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