How to Show Financial Totals on the Client Dashboard

Add multiple images to every product you upload

Multiply your sourcing power!

Clip products from websites, upload manually, or source products on your mobile!

Sourcing Products on Ivy

Get all the product & service information regardless of where you are in the project.

Update Line Items in the Project Tracker

Learn more about the project dashboard and the information it provides

Project Dashboard

Learn how to add an additional address to a project

Saving Multiple Addresses for a Project

How to Download the Project Tracker to Excel

Understand how your project is progressing

Project Budgets

How to manage your tasks in Ivy using To Do Items

To Do Items

How to Use the Stopwatch to Track Your Time

Adding an Event to the Calendar / Plan

See time stamps and dates for important actions taken on your documents

How to See Your Document's Timeline

Publish all of your proposals & invoices from the project dashboard

How to Publish / Un-publish Documents

When one document closes...another one opens

Marking a Document as "Closed"

The best way to organize your Ivy projects

Organizing Different Projects for the Same Client

Sharing is caring! Give your clients access to proposals & invoices

Sharing the Project Dashboard with Your Client

Show your clients discounts off of MSRP directly in proposals and invoices

Showing MSRP Discounts to Clients

Place orders directly from your Ivy account

How to Make a Payment to a Vendor on a PO to Place an Order

Cameron Jahn

Everything you need to make your projects succeed

Manage Your Ivy Projects Like a Boss

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