Tolteck

Tolteck allows you to create professional, customized quotes & invoices in just minutes! Simply follow the steps below to get started today.

How to Create a Professional Quote & Invoice with Tolteck

Learn how to easily add itemized or non-itemized charges to your quote or invoice

Adding Items to a Quote or Invoice

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How to Use Tolteck

This article will help you customize your document header, for professional quotes & invoices that reflect your company brand.

How to Customize your Document Header

Having trouble finding your account verification email? Read on!

How do I Verify my Email Address?

By setting up your account, you'll be able to include all the relevant information about your company in your documents and add your logo.

Setting up your Tolteck account

This article will show you how to easily send quotes and invoices directly to clients via email.

How to Send a Quote or Invoice via Email

Access Tolteck directly from your PC, Mac, tablet or smartphone by creating a shortcut on your homepage!

How to create a Tolteck Shortcut on all of your devices / Download the App

This article will show you how to easily export your data from Tolteck to import to your accounting software or send to your accountant.

How to Export Data from Tolteck

Tolteck allows you to convert a quote to an invoice in just 1-click! Learn how in 3 easy steps.

How to Create a Deposit Invoice

This tutorial will show you how to archive and unarchive your projects

Archive my projects

Discover how to change the appearance, color and even density of your documents on Tolteck with just a couple of clicks!

Change the style of your estimates and invoices!

With just a couple of clicks, add attached documents (blueprints, photos, certificates, etc.) to your quotes and invoices.

Add Attachments to Your Quotes and Invoices

In this article, you will find the reasons why your footer gets cut off when printing and the solution to this issue.

Footer or information cut in document printing

In order to save more time, Tolteck allows you to add or eliminate, with a single click, an image with your signature on your quotes .

Adding or deleting a signature image within your quotes or estimates

Tolteck allows you to add an image with your signature at the end of the document. This article will show you how to get one.

Creating a signature image for your Tolteck quotes or estimates

How to add users with their own login credentials and own access rights?

Add users on your Tolteck account

Adding a logo helps give your documents a polished look and strengthens your brand

Add your Logo to your Quotes & Invoices

Tolteck allows you to create professional and customized documents in less than 5 minutes.

Creating a quote or an invoice

Build your price database with just one click and customize it according to your industry.

Creation or selection of material, labor, and job

The deposit invoice serves as the financial record enabling you to settle a part of the agreed-upon quotation.

Creating a Deposit Invoice

Tolteck allows you to create a progress invoice in just 1-click! Learn how in 3 easy steps.

How to Create a Progress Invoice

The final invoice allows you to close the project and settle all outstanding matters with your client.

Creating a Final Invoice

Deducting the deposit will automatically update the amount of the final invoice.

How to Deduct a Deposit from a Final Invoice?

This article will show you how to easily update the name displayed on the signature line of your future quotes and invoices

How to Change the Signature Line on your Quotes & Invoices

Would you like to know your margin on Tolteck? Nothing could be simpler! Discover how to activate the margin feature.

How to calculate my margin?

Calculate your deposit requests within a Tolteck quote easily and automatically!

Automatic calculation of deposits within a quote

Add the "Payment Upon Receipt" note at the bottom of your invoices to get your invoice paid more quickly.

Payment Upon Receipt

In this article, you’ll learn how to show or hide materials and/or labor in your jobs.

Hide Materials / Labor in a Job

In this article, we explain how your document layout is frozen and how you can update it if needed.

Freezing the Header, Footer and Style of a Document

Find answers and get help from Intercom Support and Community Experts

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