E-Cinch | Knowledge Base
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Invoicing & Payments
The Invoicing feature will allow you to send invoices for your deposits and payment installments to your customers directly from within E-Cinch. Your customers will receive your invoices and will have the opportunity to pay for their proposals ...Sample Catering Contract
Below is a catering contract template that you are welcomed to use. You’ll see there are already smart fields in the contract that will automatically extract data from the project in Dubsado and insert that data into the required spots in the ...E-Cinch and CRMs
What is a CRM? A Customer Relationship Management (CRM) program helps you to manage all of your company’s relationships and interactions with your customers and leads. In addition to making it easier for you to stay connected with your customers, it ...Integrating E-Cinch With Your Website
Start by adding several “Get a Quote” buttons on your website. Pro tips: Place these buttons strategically throughout your site so they flow naturally with the content and navigation on your site. If you have pages on your site that are longer, make ...Adjusting your Categories & Subcategories
There are 3 kinds of categories in E-Cinch: Marketplace categories Production categories Product categories and subcategories Marketplace Categories Marketplace categories appear in the form that your customers fill out at the very beginning of their ...
Popular Articles
Sample Catering Contract
Below is a catering contract template that you are welcomed to use. You’ll see there are already smart fields in the contract that will automatically extract data from the project in Dubsado and insert that data into the required spots in the ...Tips For Posting Ads On Facebook & Instagram
Design Eye Catching Ads One of the most important aspects of a great social media marketing campaign, is having amazing content. When people are scrolling through their newsfeed, they are bombarded with posts. In order for your ad to catch someone’s ...Adjusting your Account Settings
You can access all of your account information by clicking on the “Account” button in the top navigation bar. User Information You will have entered all of the User Information when first creating your account. Should you ever need to edit any of the ...Invoicing & Payments
The Invoicing feature will allow you to send invoices for your deposits and payment installments to your customers directly from within E-Cinch. Your customers will receive your invoices and will have the opportunity to pay for their proposals ...Viewing & Editing Submitted Proposals
Once a customer submits a proposal, it becomes known as a saved cart. You can see all saved carts by clicking on the “Carts” header in the top navigation bar. To view a customer’s saved cart, click on the Cart ID button. Once you’re inside of a saved ...