shopVOX Pro
Getting started with shopVOX Pro
What is shopVOX? - shopVOX Pro
Getting started with shopVOX - shopVOX Pro
Your Account - shopVOX Pro
Icons and Interface Tour - shopVOX Pro
Inviting Users to Your Team - shopVOX Pro
Setting Roles for your Team - shopVOX Pro
My Profile + SMTP Settings - shopVOX Pro
Import Customers & Contacts from your Accounting software - shopVOX Pro
Adding Vendors - shopVOX Pro
How do I Update Our Billing Info? - shopVOX Pro
Setup Vendor Catalogs - shopVOX Pro
A Guide to Creating Your First Order - shopVOX Pro
Microsoft Outlook - Two Factor Authentication - shopVOX Pro
Customize your account with Add-on Features - shopVOX Pro
Importing and Exporting Customers & Contacts with a spreadsheet - shopVOX Pro
Transactions: New Quote + Quote Approval Process - shopVOX Pro
Database Migration Support for shopVOX - Legacy data - shopVOX Pro
Notifications: Keep your entire team up to date - shopVOX Pro
Color Picker - Saving Colors - shopVOX Pro
Transactions: What are Transactions? - shopVOX Pro
Transactions: New Sales Order - shopVOX Pro
"What's New" Feature: Your Guide to shopVOX Updates - shopVOX Pro
How Do I Cancel My shopVOX Account? - shopVOX Pro
Transactions: New Invoice - shopVOX Pro
How to Create a Quote - shopVOX Pro
shopVOX's History Tracking for Quotes, Sales Orders, Invoices, and Jobs - shopVOX Pro
Save Time with Emailed Document Templates - shopVOX Pro
Webinars in shopVOX Pro: Learn and Grow with Us - shopVOX Pro
shopVOX Express vs. Pro. Explaining the differences in Workflow - shopVOX Pro
Optimizing Quotation Efficiency: Unlocking the Power of Multiple Quantities with shopVOX - shopVOX Pro
Workflows - Quick Overview Express VS Pro - shopVOX Pro
Global Search in shopVOX - shopVOX Pro
Step Board: A Smarter Way to Track Jobs in Your Workflow - shopVOX Pro
Enhancing Security with Multi-Factor Authentication in shopVOX - shopVOX Pro
Sales - shopVOX Pro
Managing Customer and Leads
Workflow Stages and Templates Explained
Using a TV for your Job Board
Connecting shopVOX to QuickBooks Desktop: Streamlined Sync for Your Financials
How to Price Color Changes
Customer Alerts & Flags
Sales Commissions
Creating Your Own Custom Job Views
Updating a Workflow in shopVOX: A Complete Guide
Streamline In-Store Payments with with Stripe Terminal or USB Credit Card readers in shopVOX
Avalara AvaTax - Sales tax setup guide
Merge Customers
Adding new Contacts to Existing Customers
Tracking Partially Fulfilled Apparel Orders in shopVOX
Customer Contacts: Setting Primary and Billing Contacts
How to Price Color Matches
Sales Leads on Business Intelligence Dashboard
How to create Partial Invoices
Multiple Currency Add-On - How it works and setting up
Sales Leads - Sample Pipeline Setup
Sales Order States - shopVOX Pro
Reports - shopVOX Pro
Understanding Quote Statuses in shopVOX - shopVOX Pro
Managing dates on Quotes, Sales Orders, and Invoices - shopVOX Pro
Products & Pricing - shopVOX Pro
Advanced Pricing concepts
Understanding Modifiers in shopVOX: Enhancing Product Pricing Flexibility
Increasing Product Prices by a Percentage in shopVOX - PBase
A Comprehensive Guide to Ternary Operations in shopVOX
Using the Reference Field for Material Selection and Labor Charges
Understanding Pricing Levels in shopVOX
Mastering the Use of *, /, +, -, >, <, >=, <=, % in Ternary Operations
How to Update Pricing in shopVOX: A Comprehensive Guide to Machine Rates, Labor Rates, and Materials
Unlocking Efficiency: Harnessing System Variables and References to Create a Click Charge
Undertanding Sell/Buy Ratio in shopVOX
Product System Formula - with Filter
Product Templates - Custom Formula Logic
Product Template - Add New Defualt Items Configuration Window
Custom Logic in shopVOX: Evaluating Multiple Boolean Modifiers
Mastering the Use of &&, ||, and === in Ternary Operations
Products: Utilizing the "Reference" Field to Combine two References into one Click Charge
Golden Products
Golden Product: Flyer - with BOM
Golden Product: Postcard- with BOM
Golden Product: Greeting Cards - with BOM
Golden Product: Calendar - with BOM
Golden Products List by Global Region
Products shopVOX Golden Products
Golden Product: Brochures - with BOM
Golden Product: Print + Copy - with BOM
Golden Product: Business Cards - with BOM
Golden Product: Booklet - with BOM
Golden Product: Door Hangers - with BOM
Adding Your Own Products - shopVOX Pro
How to Publish Products in shopVOX
Product Templates & Formulas Explained
Product Templates - Using System Formulas
Product Templates - Using System Formulas - Adding a Double Sided check box
Product Templates - User Created Formulas
Product Templates - User Created Formulas - Adding a Double side check box
Product Pricing - Round to 2 or 4 Decimal places
Products: Grid Pricing Example
Managing Your Product Catalog with shopVOX
Setting Up Labor Rates in shopVOX: A Simple Guide
Setting Up Machine Rates in shopVOX: A Comprehensive Guide
Materials Management in shopVOX: A Comprehensive Guide
Product Pricing: Material Wastage Calculator
Product Features - Custom Fields
Products - Pricing Type - Formulas
Product Pricing : Cost Plus
Uploading and Sending Proofs for Approval
Product Templates - How to Turn on a Product Template
Guide to Using the Panels UI in shopVOX Pro
How to Price Promotional Products
How to Price Digitizing
How to Price Direct To Garment Printing
Product Template - Add New Drop-Down Menu Configuration Window
Comprehensive Guide to Setting Up a Basic Apparel Product in shopVOX
Pricing Methods: Standard, Product, and Cost Plus Pricing
Custom Product, Template, and Code Modifiers
Accounting and Reporting - shopVOX Pro
Connecting Your Sage One Accounting to shopVOX
Transaction Numbers Settings - shopVOX Pro
Add your Payment Gateway - shopVOX Pro
Connecting to your Accounting Software
Connecting your XERO account to shopVOX
Connecting Your QuickBooks Online Account to shopVOX
Common Xero Sync Error messages explained
Integrated SAGE Promo ( promotional catalog )
Setting Up Your Account - shopVOX Pro
Accounting
Common QB Questions
Differences between USA QuickBooks Online and Non-USA QuickBooks Online
shopVOX Setup of Tax Codes for Quickbooks Canada Desktop/Online
How are Users Billed?
Five challenges to consider when setting up your Account
How to Filter MFA Email Alerts in Outlook and Gmail
shopVOX Work Flow - The Big Picture
Leveraging External IP Addresses for Security
Hide or Show Quotes & Sales Orders, Ordered Quotes, and Invoiced Quotes and Sales Orders
Add Your Logo and Company Info
How to add Additional Charges to your Quotes, Sales Orders and Invoices
Terms and Conditions
Document's and PDF Settings
Group and Describe Jobs with Tags
How to Change Password
Forms: Customizing Forms in shopVOX
Common Questions About Users
Flagging a user as a "Sales Rep"
Industry Specific Content - shopVOX Pro
Automation & Integrations - shopVOX Pro
Shipping
APIs
What is an API?
How an API Works: A Simple Explanation
Leveraging the Power of shopVOX with API Integration
API Essentials: Understanding the Backbone of Software Communication
Building Your Own Custom Integration with shopVOX APIs
JSON Demystified: The Universal Language of Data Exchange
I'm having an issue with the shopVOX APIs. Who do I contact?
Does shopVOX do custom development?
Does shopVOX integrate with Salesforce?
Setting up Mailchimp Integration in shopVOX
Sales Leads Web Form in shopVOX: Streamline Prospect Capture and Management
Simplify User Authentication with OAuth Integration in shopVOX
Who to Contact for shopVOX API Issues
Setting up Constant Contact Integration in shopVOX
Does shopVOX integrate with Microsoft Project?
API and Webhooks integration feature
shopVOX Go! App
Discovering Your shopVOX API Credentials: A Step-by-Step Guide
Automation - Scheduled Actions
What are some popular advantages when using Zapier?
FAQs - shopVOX Pro
shopVOX specific terms
Common questions
How to increase Database size ?
Opening PDFs directly in your browser
shopVOX User Types
Empowering Project Managers in the Proofing Process: A Guide to Workflow Enhancement with shopVOX
Hex Color file to match PMS color chart
How do I disabled user?
What is the Admin checkbox for when creating a new user?
Invoicing - Enhancing Customer Engagement: Tracking Invoice Views with shopVOX Pro
Where do jobs "fit" in the order process in ShopVOX?
Why can't I print the PDF documents directly, instead of downloading?
How can I send a quote and a proof together in one email to my customer?
Terms and Definitions
Printing Examples - Letterpress Printing
Printing Types Defined
Printing Examples - Digital Printing
Printing Examples - Offset
Errors and Troubleshooting
How to clear history from Chrome browser?
When I convert a quote to a work order, does the name of the order and the line item description carry forward or do I have to rewrite?
How to optimize your browser for shopVOX
Streamlining Proof Attachment to New Sales Orders for Enhanced Efficiency
Setting Up Minimum Order Amounts in shopVOX
What is our IP address for the mail server ?
Custom PDF in shopVOX
Onboarding - shopVOX Pro
Onboarding - Simple Products Setup
Mastering Product Setup in shopVOX: A Step-by-Step Guide from Basics to Advanced Customization
Lesson 1: Setting Up a Basic Product
Lesson 2: Introducing Dynamic Pricing Based on Square Footage
Lesson 3: Enhancing the Product with Templates and Dropdown Menus
Lesson 4: Adding a Default Item Linked to Modifiers
Lesson 5: Implementing a Double-Sided Boolean Modifier with Conditional Logic
Lesson 6: Replacing a System Formula with a Custom Formula
Lesson 7: Integrating Custom Formula into the Conditional Double-Sided Logic
Lesson 8: Adding an Additional Dropdown Menu
Lesson 9: Creating Custom Fields to Enhance Usability
Lesson 10: Implementing a Rush Charge Option
Summary Conclusion: Lessons 1-10
Quoting and Order Management - shopVOX Pro
Adding/Updating Customers and Contacts
Purchase Orders - How to Add Materials and Products to a Purchase Order in shopVOX PRO for the Inventory Add-on
Stay Organized with Notes, Tasks, and Assets
Roll-Up Line Items to Combine Pricing
Purchasing and Receiving Blank Garments
Creating Your Own Custom Views
How to Issue Refunds and Credit Memos
Add Ons - shopVOX Pro
Ecommerce
Ecommerce - Web Store
Ecommerce: Creating Discount Codes
Ecommerce - Steps to setup custom URL for paid cPortal
Webstore & Shopping Cart Examples from shopVOX Users
Setting up a Shopping Cart to sell online - Changing the URL
Ecommerce - cPortal - White Label Setup
Ecommerce - cPortal
Ecommerce - Overview
Empowering Your Customers with the Free cPortal
Ecommerce - Shopping Cart
Ecommerce - Apparel Web Store
Inventory
Inventory Module Add-On - Setup and use of Feature
Inventory Module Add-On - Setup Locations
Questions to Consider About the Inventory Module in shopVOX
Inventory Module Add-On
Divisions
Vehicle Wrap
Amazon S3 Storage
Amazon S3 (Simple Storage Service) - shopVOX Add-On
Amazon S3 (Simple Storage Service) - Amazon S3 Pricing
Amazon S3 Add-On (Simple Storage Service) - What is it?
Projects in shopVOX: Comprehensive Guide
Service Job Add-On: Streamline Your Workflow with shopVOX's New Service Job Feature
shopVOX Express
Getting Started with Express
Getting Started Checklist - shopVOX Express
A Guide to Creating Your First Order - shopVOX Express
shopVOX Overview - shopVOX Express
Icons and Interface Tour - shopVOX Express
How Do I Cancel My shopVOX Account? - shopVOX Express
How do I Update Our Billing Info? - shopVOX Express
Color Picker - Saving Colors - shopVOX Express
Enhancing Security with Multi-Factor Authentication in shopVOX Express
Syncing Job Line item names, on the Jobs Board - shopVOX Express
Webinars in shopVOX Express: Learn and Grow with Us - shopVOX Epxress
Setting Up Your Account - shopVOX Express
Accounting - shopVOX Express
Connecting to your Accounting Software - shopVOX Express
Connecting Your QuickBooks Online account to shopVOX Express
Quickbooks Online: Common Sync Errors - shopVOX Express
Connecting your XERO account to shopVOX - shopVOX Express
XERO accounting FAQs - shopVOX Express
Importing Your Customers and Contacts - shopVOX Express
Add your Payment Gateway - shopVOX Express
Inviting Users to Your Team - shopVOX Express
Add Your Logo and Company Info - shopVOX Express
Group and Describe Jobs with Tags - shopVOX Express
Connecting Your Sage One Account to shopVOX - shopVOX Express
Setting Roles for your Team - shopVOX Express
SMTP Settings - shopVOX Express
Created Canned Message Templates for Your Team to Use - shopVOX Express
Adding Vendors - shopVOX Express
Quote and Order Management - shopVOX Express
Adding/Updating Customers and Contacts - shopVOX Express
How to Issue Refunds and Credit Memos - shopVOX Express
Stay Organized with Notes, Tasks, and Assets - shopVOX Express
Purchasing and Receiving Blank Garments - shopVOX Express
Creating Your Own Custom Views - shopVOX Express
Roll Up Line Items to Combine Pricing - shopVOX Express
Give customer options using No total Pdf - shopVOX Express
Production Management - shopVOX Express
Track Progress with Job Statuses - shopVOX Express
Managing Job Statuses and Deadlines - shopVOX Express
Creating Jobs for Tracking Production - shopVOX Express
Using a TV for your Job Board - shopVOX Express
Creating Your Own Custom Job Views - shopVOX Express
Uploading and Sending Proofs for Approval - shopVOX Express
Products and Pricing - shopVOX Express
Golden Product - shopVOX Express
Golden Products - Booklet - with BOM - shopVOX Express
Golden Products - Business Cards - with BOM - shopVOX Express
Apparel Decoration - shopVOX Express
How to Price Graphic Design (for apparel decorators) - shopVOX Express
How to Price Screen Printing - shopVOX Express
How to Price Promotional Products - shopVOX Express
Setup pricing for blank apparel with our Vendor Catalogs - shopVOX Express
How to Price Digitizing - shopVOX Express
How to Price Color Matches - shopVOX Express
How to price apparel with Mixed Decoration - shopVOX Express
How to Price Color Changes - shopVOX Express
Integrated SAGE promotional catalog - shopVOX Express
How to price Direct To Garment printing - shopVOX Express
What are Products? - shopVOX Express
Guide to apparel decoration pricing - shopVOX Express
Setting Your Shop Hourly Rate - shopVOX Express
Adding Your Own Products - shopVOX Express
Customizing the Base Products - shopVOX Express
**Golden Products List by Global Region - shopVOX Express
Golden products - Our pre-made pricing templates and new versions - shopVOX Express
- All Categories
- shopVOX Pro
- Getting started with shopVOX Pro
- Save Time with Emailed Document Templates - shopVOX Pro
Save Time with Emailed Document Templates - shopVOX Pro
Updated
by Tyler MacDonald
Sending an email from shopVOX? Take advantage of customizable templates and dynamic variables so that you don't have to repeat yourself each time
Emailed Document Templates within shopVOX allow you to save time and make sure your team members are more efficient.
How to use Email Templates
- Choose "Settings" from the top toolbar
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- Select "Emails", "Message Templates" from the sidebar
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A list of all your templates will appear
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From this screen, you can choose to
- Add Message Template
- Edit one of your existing Templates
- Load any Remain Templates
Let's explore the options...
Add Message Template
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Click "Add Message Template"
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- Name: Fill in a name for your email template. Use a name that is easily understood
- Subject Line: This is the Subject that will show up in the email when someone receives it
- Message Content: A clear message sent by your organization. This will be the body of the email
Note: You can insert variables into the Subject Line as well as the Message content. This makes your email templates dynamic. A further explanation is down below
Edit Message Template
Choose to edit any of your email templates by selecting the blue pencil icon
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This will bring up the edit screen, where you can edit your email template.
Remember to hit save!
Load Remaining Templates
Choose "Load Remaining Message Templates", to see the rest of your templates not shown.
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Do you have GSuite or Outlook 365?
These templates also work with our @Mail feature - which allows you to send and receive email from your GSuite or Outlook365 account without ever leaving shopVOX. Learn more about our @Mail feature here.
This is great for:
- cold emails to potential clients
- follow up on quote requests and contact form submissions
- followups asking for feedback, referrals, and testimonials (here's a good article from the blog about how to get these)
Current List of Contextual Content Items
In the Subject box, you can fill in any static text and some context sensitive tags as listed below. Use the following tags when you want to insert the contextual content.
{{txn_name}}
{{txn_number}}
{{customer_name}}
{{contact_first_name}}
In the Content box, you can fill in any static text and also some context sensitive tags as listed below. example... who ever is the "Primary Contact" on that transaction or the person who is sending the email and their signature etc.,
{{contact_name}}
{{contact_first_name}} For more informal Greetings, use this for just the First name.
{{sender_name}}
{{sender_contact}}
{{file_upload_url}}
{{file_upload_url_with_order}}
{{{user_signature}}}
{{shipping_method}}
{{shipping_tracking}}
{{txn_number}}
{{invoice_due_date}}
Samples to Get You Started
Quote
Hi {{contact_name}}
I’m sure you hear this all the time but - you’re awesome!
We’re all very excited to start working on this for you.
Our team has poured over all the info you’ve given us and hand-crafted this quote specifically for your project.
Next Steps
- To get this project started - reply back to this email with a simple “I approve. Let’s proceed.” or some witty/funny version of that :)
- We require a 50% deposit on all orders. Once you approve the quote, we’ll send you an order confirmation and a link where you can pay with a credit card.
- Then our top-notch design team will take over. They’ll send you a custom proof of your design within 2 days time. You’ll approve it or work with them to make changes until your 110% happy.
- Once your design is approved, we’ll begin production on your order - updating you along the way.
Question?
I love questions. How can I help? Just hit reply and let me know. Or give me a call at XXX.XXX.XXXX
Thanks {{{usersignature}}}
Quote Reminder
Hi {{contact_name}} –
I thought I’d reach out to see if you are ready to move forward with your project and if you have any questions or concerns regarding the quote that was sent earlier this week.
I can imagine that you are extremely busy, so I’ll keep this short and sweet.
If you are ready to proceed, simply reply to this email with a quick approval and we will get the ball rolling. If you need more time, that’s no problem. We are here for you, anytime! Just let me know what we can do to help.
Thanks!
{{{user_signature}}}
Proof
Hi {{contact_name}} –
I hope you’re having a nice day.
Your proof is ready for your review! To access your proof, click the “View” link below. Carefully check all the details on your proof and if the layout is to your approval, simply click the green “Approve” button and we can proceed with production.
If the proof needs some changes, you can request a revision by typing in the changes you’d like to make and clicking on the red “Make Changes” button. Our designer will get those changes made and a revised proof will be sent right over.
Feel free to contact me at any time if you have any questions.
Thank you!
{{{user_signature}}}
Proof Reminder
Hi {{contact_name}} –
Just a quick reminder, your project is currently in our pre-production queue awaiting your approval. I wanted to check in with you to see if you had a chance to review the proof that I sent earlier this week.
Do you have any questions or is there anything I can do to help with this part of the process?
I’ve attached the proof here for your convenience. Let me know if this is ready for production or if you’d like to see any changes.
Cheers!
{{{user_signature}}}
Sales Order Confirmation
Hi {{contact_name}} –
I want to start by saying THANK YOU for your order!
It is always a pleasure for us to work with customers like yourself and we know that you can choose anyone to work with. So, we are very grateful for your business and are very excited to work on your project.
Attached is a copy of your Sales Order for your records. Your order is confirmed, but before we can begin working on it we require a 50% deposit. You can pay the deposit online with a credit card simply by click the link below. You can also send a check or call with your credit card info (888)888-8888.
We are here to help you at any time, so please reach out to us if you need anything.
Thank you!
{{{user_signature}}}
Payment Reminder
Hello {{contact_name}} –
Just checking in on the invoice we sent last month.
It appears that your account shows an open balance in the amount of $__.__. Attached is a copy of the invoice. Kindly submit payment at your earliest convenience by calling (888)888-8888 or clicking the link to pay online with a credit card, or by sending a check.
If your payment is in transit, let us know and we’ll keep an eye out for it.
We appreciate your business and look forward to hearing from you.
Thank you!
{{{user_signature}}}
Deposit Payment Receipt
Hi {{contact_name}} –
Your payment has been received. Attached is a copy of your receipt and paid invoice for your records. Thank you for your payment!
Your project is ready to move on to the next stage in our process, which is proofing. You will soon receive an email with your proof for your approval. Once your proof is approved, we will start production and update you with an estimated time line for completion.
Feel free to contact me at any time if you have any questions. We are always here to assist!
Cheers!
{{{user_signature}}}
Invoice
Hello {{contact_name}} –
Every good thing must come to an end.
We were thrilled that we could help you with your project, and hope that you are 110% satisfied with your experience and the final results.
Attached is a copy of your final invoice showing your balance due. Please submit payment at your earliest convenience by clicking on the payment link to pay online with a credit card, or by calling our office and we would gladly help you over the phone with a credit card payment.
Thank you for your business and we look forward to working with you again soon.
Thanks!
{{{user_signature}}}
Statement of Invoices
Hi {{contact_name}} –
It is so good to hear from you!
Attached is a copy of your invoice statement that you requested. Please let me know if there is anything else I can do for you, I’m happy to help!
Thanks!
{{{user_signature}}}
Asking for Feedback
Hi {{contact_first_name}} -
Just wanted to follow up and make sure you were 110% satisfied with your order.
Were you satisfied with everything?
Would love to hear your feedback - even if it's just one line.
Thanks, {{{user_signature}}}
Asking for a Referral
{{contact_first_name}} - really glad you like the XXXXXX. We really enjoyed working on this project with you.
As you may know, we’re a small shop and we get most of our business through referrals. Referrals allow us to work really hard to deliver 110% to our customers.
Since your happy with the job, I'd like to ask you to introduce us to others like yourself.
We primarily serve small businesses - so it could be a friend who runs a business, one of your vendors, maybe your neighbor.
We take special care of all referrals. We give you 20% of your next order. We also give them 20% of their first order.
Who are one or two people you think we could help?
I appreciate you.
Thanks, {{{user_signature}}}
Asking for a Testimonial
{{contact_first_name}} – We’re glad you like your shirt! We really enjoyed working on this project with you.
Would you be willing to let us feature your shirts in our portfolio with a testimonial from you?
We’d be happy to promote your business and provide a link back to your website.
Would the testimonial below be alright to use?
Testimonial: "When I needed XXXXX, the guys at XXXXX had my back. After a bad experience with my last printer, I was skeptical. But I told them what I needed and they had a proof to me within 24 hours. I love the design they created. I received XXXXX within a week and was impressed with the quality of the printing. I'd definitely recommend XXXXX for anything you need.
Thanks, {{{user_signature}}}
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