Help Center

Check these first; 90% of questions are answered here.

Sales Representative Onboarding (Seven-Step Full Process)

From file creation to invoice printing with screenshots.
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How to apply for a trial

Fill out one form, and it will be activated within one business day.
Apply now →

How to include tiered pricing in the quote

Enter the quantity, and the unit price is automatically retrieved; changing the quantity updates the price accordingly.

How to send the document link to the customer

Click 'Share' in the document to generate a link valid for 30 days, which shows how many times the customer opened it.

What to do if there are no images when printing

Confirm that the document is approved and the 'Image' column is enabled in the template; browser pop-ups being blocked may also cause issues.

Forgot password / Changed phone

Request a login link via your registered email, or have an administrator reset it from the backend.

Still not resolved?

Phone/WeChat:18858058688(Business hours 9:00–18:00) | Email: sales@zmtsoft.com