Intelliform Pro Help
Intelliform Pro is the web version of Intelliform: the program you use to quote, order, buy and bill business forms, labels, envelopes, commercial printing and promotional products. It works in your web browser at app.intelliform.net, so there is nothing to install.
Each article below covers one job, step by step, with a picture of each step.
Start here
- Getting started: sign in, check your company settings, find your way around the Sales screen and pick the order screen layout you like.
- Bring your data from the old Intelliform: send us your backup and we move your customers, vendors and order history over.
Everyday work
| I want to... | Read |
|---|---|
| Add or change a customer or vendor, a ship-to address or a contact | Customers and vendors |
| Enter a new order and price it | Creating an order |
| Get prices from vendors and send my customer a quote | Quotes and RFQs |
| Print or email a PO, acknowledgement, invoice or quote | Printing and emailing documents |
| Bill the customer and record payments | Invoicing and payments |
| Buy part of a job from another vendor | Partial orders |
| Ship one order to several places | Split shipments |
| Send invoices to QuickBooks | QuickBooks |
About the pictures
Every screenshot shows Demo Print Co., a made-up company with made-up customers and vendors (Northwind Insurance, Acme Mailing House and so on). Your screens show your own data. Names, numbers and dates in the pictures will not match yours.
Need a hand? Email [email protected].