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  1. WBudget
  2. System guide

System guide

Introducing the system to users. Main functions and basic workflow

Release Notes

  • [2024] Release Notes - WBudget
  • [2023] WBudget Updates - Release Notes

Integrations

  • Webhooks

Using the system

  • Setting up a flexible payment plan
  • Proposal creation screen
  • Adding notes (custom textual information)
  • Adding items information (products and services)
  • Adding payment methods for proposals payment terms
  • Adding customer information
See all 8 articles

System setup

  • Adding user agents and setting up system access for them
  • Set up the "Follow up" module
  • Changing the system language
  • Setting up global system filters
  • Reset user password
  • Updating user account registration information
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