Quotes & Offers
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Create a quote
You can create professional quotations that are tailored to your client's needs, complete with detailed information, pricing, and terms.
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 2, 2023
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Quote vs. Invoice
A quote is a document sent to a potential buyer before the work is done. An invoice is a financial document that requests payment when work has been finished.
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 2, 2023
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Understanding the quote status
In your quote list, you can quickly locate quotes based on the status of the quote or the customer's name.
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 2, 2023
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Edit a quote
You can only edit the content of a quote if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 2, 2023
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Send a quote to your client
You can easily send quotes to clients from your Portfoliobox admin panel. Just hit "send", and your clients will receive a professional quote in their inbox
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 2, 2023
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How your client accepts the quote
After you send a quote, your client will receive an email containing a link to access the quote, check the details, and print it if they wish.
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 2, 2023
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Convert a quote to an invoice
You can convert accepted quotes into invoices with just a few clicks. This feature simplifies your workflow and enhances professionalism
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 6, 2023
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Delete a quote
You may find yourself in situations where a previously generated quote is no longer relevant due to evolving client needs or project requirements
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 6, 2023
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Duplicate a quote
Craft a quote that serves as a template for proposals. Use the duplicate feature to save time.
Portfoliobox 4 | Opi Business Tools Quotes & Offers | Created on: November 6, 2023
Create your first website
Sign up to Portfoliobox
Create your first page
Summary of page types
Understand Pages, Sections, & Elements
Add content to your website
Add a section to a page
Add an element within a section
Integrations & third-party elements
Add Image and Video content
Duplicate your content
Organise your content
Set a Startpage for your site
Unpublish / publish a page
Change the URL of a page
Understand menu and navigation
Create a link page
Style your content
Margins, padding & position
Edit the mobile version of your site
Ready-made styles
Understand Styles
Publish your site
Preview your site before publishing it
Share your site
Choose a domain name
Connect a custom domain
Account & Subscription
Migration to Portfoliobox 4
Choose the right plan
Upgrade your site
Your subscription
Search Engine Optimisation
What is SEO?
Google Search Console
Improve your site visibility
Add Alt-text to your images
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Create a page with Portfoliobox
After signing up, the first thing you want to do is to create your first page. Setting up your first page is not difficult at all, depending on your content
Portfoliobox 3 | Getting Started with Portfoliobox 3 Sign up and Log in - Portfoliobox 3 | Created on: January 30, 2021
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Creating a blog
A blog is an online journal that you can share your updates and ideas with your website visitors. It's a good idea to have a blog on your website - it is good
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Create a blog post
A blog post is an individual entry of your online journal on your Portfoliobox website. In a blog post, you can add different types of content block, upload
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Save a post as a draft
Making a draft or setting your post as unpublished is a great feature where you can set your post to not be visible in public while you are still working on it.
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Change the order of the posts
The order or placement of your post is determined by the date set of your post. The most recent post will be placed at the top followed by the older posts.
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Edit a blog post
To edit a blog post on your blog, simply follow the steps below: Select the blog page you wish to edit by going to Your Content > Pages. Afterwards, select the
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Add tags to a blog post
Tag is used to label or give an identification to your post. It gives your visitors an idea of what your post is about. Another benefit of using a tag is to
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Disable comments of a blog post
Comments can help you get feedback from your visitors about your blog posts and improve visitor engagement. This feature is enabled automatically after creating
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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View all blog comments
To check all your blog post comments, simply go to the Cog Wheel Icon > Messages > Blog Tab > Comments. The information is placed in the following order:
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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Blog Teaser
Blog Teaser showcases some of the blog posts that can be seen on your blog. Once a visitor of your site clicks the blog post on this section, it will redirect
Portfoliobox 3 | Pages & Content - Portfoliobox 3 Blog pages | Created on: February 22, 2021
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