Customers
Invite and Manage your Contractors Orders/Templates
14 articles
- Do contractors use Gateway?
- How do I bulk invite contractors?Invite your contractors to the CRM to give them access to their CRM profile
- How do I invite a contractor to the CRM via Gateway?Invite your contractors to the CRM to give them access to their CRM profile
- How do I resend a contractor invite?Resend an email invitation to a contractor to give them access to their CRM
- What are the benefits of the Quote Templates to a contractor?
- What does it mean if my contractor's Quote status is on Draft?
- What happens after the contractor submits a Purchase Order?
- View my contractor accountsFind your contractor accounts in Gateway
- Where can I find a Sales Rep's assigned contractors?Find the contractors that have been assigned to a Sales Rep
- I am a Sales Rep and do not see my Contractors AccountIf you cannot see your accounts after they sign up, contact your Branch Manager or Super Admin
Quotes
Creating, Editing and Submitting Quotes for Customers
- Add a Grouped Item to Your QuoteFind a product once, then pick your color on the quote line
- I Can't Find an Item or Item GroupTroubleshooting guide for when items or Item Groups don't appear in quote builder search results.
- The Color or Option I Need Isn't Available in the Item GroupWhat to do when a specific product variant or color is missing from an Item Group dropdown on your quote.
- Why Can't I Submit My Quote?Troubleshooting guide for when Gateway prevents quote submission due to unresolved Item Group placeholders.