Updating Your Company’s Profile

Your Mothernode profile will be setup during implementation by your Mothernode support team.  While this is setup for you during implementation, there may be a need to update some of the information if your company name changes, location, business logo, or SMTP information. You must be an Administrator to access […]

Change Orders

When working within Orders, the need may arise to modify one or more line items during the order management process. Whether it’s adding an item or quantities, changing colors or removing an item, there are many reasons Mothernode users will need to make an adjustment to an order at some […]

Sending Electronic Transactions for Approval

Mothernode can send transactions electronically, integrating your delivery process with Quotes, Invoices and Purchase Orders and more. Mothernode gives you an efficient way to communicate your documents and track their activity with your customers. The following tutorial demonstrates how to send electronic transactions for signing.  

Electronic Transactions Status

Mothernode lets users send Quotes electronical for download and review and/or signing. The following icons indicate electronic quotes sending status. Sent document approved. Sent document. Pending approval (viewed or downloaded)

1099 Employees and Contract Labor

It’s not uncommon for companies to hire contract labor and to have a high volume of turnover in these positions, especially as it relates to sales positions. Mothernode CRM includes special features that help its customers protect their data when granting access to contract labor employees who have a high […]

Deposit Invoices

When working with Quotes and Orders in Mothernode CRM, users have the option to issue deposit invoices to purchasers as a sales receipt for desposits. Mothernode provides the following options. Creating a Deposit Invoice Deposit invoices can be created in either quotes or orders and received in either record. If […]

Resorting Line Items

When working in Quotes, Orders and Work Orders, users have the ability to resort line items and sub items for presentation purposes. This allows users to worry about the final presentation once line items have been added. Users have 2 options when it comes to resorts, but sub items can […]

Quote Versioning

When creating quotes for customers, it’s not uncommon for refinements to be made to one or more quotes throughout the sales process. Mothernode CRM accounts for this with Quote Versioning; a process that allows you to make a new version of a quote while archiving the previous version(s).  Quote Versioning […]

Quote Templates

Quote Templates give users a fast and easy way to add popular items (including sub-items) and configurations to quotes. Users can easily save Quote Templates from a quote and then re-add them later to future quotes. Users can make their templates private or available for other users to benefit from. […]