This tutorial shows you where to find the setting in the Kwoot admin, what to modify and where to control the result on the team side or on the client side.
Before you begin, keep your establishment's actual information on hand: offer, commercial rules, conditions, customer texts or visual elements depending on the setting concerned.
Configuration steps
- Open Settings > Sales Proposal.
- Check the logo, colors, introductory texts and visible blocks.
- Adapt the mentions according to your way of selling private events.
- Preview the document before using it in an actual folder.
Captures to follow
The screenshots below show the setting in the admin, then the places where the change may appear in the form, quote, customer portal or internal tracking.
Save, reload the public form or folder, and create a quick test. If the text, price or document is unclear to a customer, correct it before going live.
Continue setup
Tax rates change the calculation of menus, drinks and extras. They must be validated with your accountant before launch.
Open → Following Add an intro pop-up to the formThe pop-up serves to reassure the customer before they begin: response time, information requested, useful contact or clarification on private event.
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