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WePay, a Chase company
PayPal
Other Merchant Accounts
Products & Services
Order Forms
Shopping Cart
QuickBooks
Orders & Quotes
Manage Credit Cards
E-Commerce Actions
Discounts & Upsells
Financial Reporting
E-Commerce Settings
Refunds
Billing Automation
Shipping & Fulfillment
Administration
Branding Center
Billing and Accounts
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Table of Contents
Table of Contents
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Refine
Getting Started
Tips & Tricks
Essential Articles
MasterMind Archive
CRM
Contacts
Companies
Sales Teams
Referral Partners
Marketing
Campaign Builder
Emails & Broadcasts
Deliverability
Lead Sources
Marketing Reports
Legacy
Landing Pages
E-Commerce
WePay, a Chase company
PayPal
Other Merchant Accounts
Products & Services
Order Forms
Shopping Cart
QuickBooks
Orders & Quotes
Manage Credit Cards
E-Commerce Actions
Discounts & Upsells
Financial Reporting
E-Commerce Settings
Refunds
Billing Automation
Shipping & Fulfillment
Administration
Branding Center
Billing and Accounts
User Management
Importing Data
User Permissions
Data Cleanup
Analytics
Admin Settings
Admin Reports
Productivity Tools
Productivity Tools
Outlook Plugin
WordPress Plugin
BigCommerce
Other Apps
Mobile App
Play Blueprints
Collect Leads
Convert Clients
Create Fans
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Community
Known Issues
API Docs
Keap Facebook Page
Lite, Pro, and Max Help Center
Release Notes
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Refine
Getting Started
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CRM
Contacts
Companies
Sales Teams
Referral Partners
Marketing
Campaign Builder
Emails & Broadcasts
Deliverability
Lead Sources
Marketing Reports
Legacy
Landing Pages
E-Commerce
WePay, a Chase company
PayPal
Other Merchant Accounts
Products & Services
Order Forms
Shopping Cart
QuickBooks
Orders & Quotes
Manage Credit Cards
E-Commerce Actions
Discounts & Upsells
Financial Reporting
E-Commerce Settings
Refunds
Billing Automation
Shipping & Fulfillment
Administration
Branding Center
Billing and Accounts
User Management
Importing Data
User Permissions
Data Cleanup
Analytics
Admin Settings
Admin Reports
Productivity Tools
Productivity Tools
Outlook Plugin
WordPress Plugin
BigCommerce
Other Apps
Mobile App
Play Blueprints
Collect Leads
Convert Clients
Create Fans
Get Organized [coming soon]
Done-For-You Blueprints - see how Keap can build for you!
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Home
Glossary
Getting Started
CRM overview
Keap Product Family Feature Comparison
I just purchased Max Classic and need to set it up for the first time
I'm new and want to learn the basics
Set up products, a merchant account, and billing automation
Create Orders and Set Up Order Forms and the Shopping Cart
Set Up and Manage Your Sales Team
Lifecycle Marketing
Grant access to Keap Support
Set Up Campaigns, Emails, Landing Pages and Report Marketing ROI
Tips & Tricks
How To Test Just About Anything
Get Your API Key
Store Files In Keap
Automatically Email Reports
Customize The Default Drop Down Menus
Change Field Labels
Fixing Common Error Messages
Resolving 502 Bad Gateway and Other Error Messages
Server Status Page
Keap Email IP Range
OAuth Authentication
Generating a HAR file for Troubleshooting
Essential Articles
Sign in to Keap
System Requirements
Navigating Max Classic
Customize The Home Page Dashboard
Upload Your Company Logo
Configure Your Email Footer - CAN SPAM Address Block
Customize my email signature
Change my name, email and password
Chat, Phone and Community Support
What is my app id?
Security questions
MasterMind Archive
Marketing Overview
Campaign Builder Overview
Email Builder Video Overview
2-step authentication
Providing Feedback
CRM
Contacts
Manage Contacts
Add a note to a contact
Contact record overview
Create a contact record
Create a task or appointment while viewing a contact
Create and apply a standalone note template
Delete a contact record
Export data from Keap
Exporting Contact Notes
Hide your email communications on a contact record
Interactive View Vs. Grid View
Linked contacts
Manually opt-out or opt-in contacts
Mass opt-in or opt-out contacts
Mass update a list of contacts
Mass update a specific field for a list of contacts
Mass update contacts with a spreadsheet
Print a letter for a contact
Print mailing labels for contacts
Reassign contacts to another user
Restore deleted contacts and other data
Send a one-off fax to a contact
Send an email from a contact record
Update contacts with a CSV
Upload files to a contact record
View Your Website Visitors
Web Profile
Internal Forms
Campaign Goals - Internal Forms
Submit an Internal Form for an existing contact
Add a new contact with an internal form
Find your internal form ID
Social media contact fields
Search and tag contacts
Advanced Contact Searching
Apply or remove tags from a contact record
Apply or remove tags from a list of contacts
Create a Tag
How to search by the date a contact record is created
Tag categories
Saved search
Use tags to create contact lists
View Custom Fields In Contact Searches
Search for contacts with tags
Custom Fields
Custom Fields Overview
Custom Fields Vs Tags
Create Custom Fields
Choose Custom Field Types
Backend Database Names For Custom Fields
Merge Contacts
Identify duplicate contact records
Automatically merge duplicate contacts
Manually merge duplicate contacts
When does the system automatically merge contacts
Contact Record Billing
Create orders and invoices from the contact record
Create quotes from the Contact Record
Companies
Company record overview
Create a company record
Assign a contact to a company
Sales Teams
Sales Pipeline
Sales Pipeline Overview
Sales Pipeline And Opportunity Settings
Sales Pipeline Dashboard
Learn How Sales Reps Manage Leads in Max Classic
Create Sales Pipeline Stages
Set Up The Pipeline Checklist
Stage To Stage Pipeline Automation
Trigger Sales Automation Without Moving A Stage
Opportunities
Opportunity Record Overview
Create An Opportunity Record
Searching Opportunity Records
Assign Opportunities With A Round Robin
Next Action Fields In An Opportunity Record
Update The Opportunity Summary
Track Product Interest In An Opportunity Record
Send a Buy Now link from an opportunity record
Create An Order From An Opportunity Record
Assign A Referral Partner To An Opportunity
Mass Update Multiple Opportunity Records
Batch Create Opportunity Records
Quickly Edit Multiple Opportunity Records
Sales Team Reports
Track Sales Rep Activity
Evaluate Sales Rep Effectiveness
Sales Team Revenue Reports
Evaluate Lead Flow And Pipeline Effectiveness
Track Opportunity Win And Loss
Call History Summary Report
Call Log Report
Lead Scoring
Set Up Lead Scoring
Manually change a lead score
Referral Partners
Commission Programs
Referral Partner Default Settings
Intro to Referral Partner Commission Programs
Set up a referral partner commission program
Add a commission program to referral partner record
Customize a Referral Tracking Link URL
Pay if Unused
Track referral activity via the API
Referral Partner Records
Create a Referral Partner record (manually)
Create a referral partner sign-up form
Search for Referral Partners
Assign A Referral Partner To Multiple Contacts
Mass update a list of referral partners
Merge referral partner info into emails
Referral Partner Center
Referral Partner Center Overview
Customize your Referral Partner Center
Create banners, pages, and emails for referral partners
How Referral Partners generate tracking links
How Referral Partners use email resources
How Referral Partners use resource pages
How Referral Partners use banner ads
Monitor and Pay Referral Partners
Referral Program reporting
Monitor Referral Partner Activity
View Relationships Between Referral Partners
Generate Referral Partner commission and Payment Reports
Pay an Individual Referral Partner
Pay a group of referral partners at once
Global override
Marketing
Campaign Builder
Campaign How To's
Campaign builder terminology
Campaign builder - canvas tips and tricks
Campaign Builder - Connecting elements
How to install pre-built campaigns
Campaign Builder - Checklist
Campaign builder - element statuses explained
Republish Campaigns FAQ
Rename, restore, and unpublish campaigns
How do I find my Queued contacts and what does it mean?
Build a looping campaign
Copy campaign content
Campaign Merge Fields
How to create Action Sets and Rules
Campaign links
Add someone to a campaign
Decision Diamonds
How to purchase a product or service for another guest Or attendee
Testing Decision Diamonds
Liquid syntax / dynamic content
Campaign SMS Automation with Twilio
Campaign Walkthrough
Campaign Walkthrough Part 1 - Capture Leads
Campaign Walkthrough Part 2 - Nurture Prospects
Campaign Walkthrough Part 3 - Convert Sales
Goals
A list of available Campaign Goals
Create a Web Form
Make better web forms
Goals - Tag Applied
Goals - Email Link Clicked
Goals - Note Applied
Campaign Goals - Task Completed
Goals - Product Purchased
Goals - Opportunity Stage Moved
Goals - Web Page Automation
Goals - API
Goals - Quote Status
Creating a web form with Firefox
Create a failed purchase goal
Campaign Sequences
Campaign sequence overview
Campaign Sequence - Add to sequence
Campaign Sequence - Apply/Remove Tags
Campaign Sequence - Apply Note
Campaign Sequence - Assign Owner
Campaign Sequence - Cancel Subscription
Campaign Sequence - Create Opportunity
Campaign Sequence - Create Order
Campaign Sequence - Create Task
Campaign Sequence - Date Timers
Campaign Sequence - Delay Timers
Campaign Sequence - Email Confirmation Sequence
Campaign Sequence - Fax
Campaign Sequence - Field Timers
Campaign Sequence - Fulfillment List
Campaign Sequence - HTTP Post
Campaign Sequence - Letter
Campaign Sequence - Move opportunity
Campaign Sequence - Set Field Value
Campaign Sequence - Text message
Connecting objects in a campaign sequence
Editing campaign timers while contacts are active
Email Opened Goals
Make Sure Contacts Always Complete A Sequence
Manually Start Or Stop A Campaign Sequence
Resend A Campaign Email To Someone
Campaign Sequence - New Email Builder
Add a tag when a link is clicked
Merge custom fields into the Email Builder
Landing Pages
Landing Pages - Choose a template
Landing Pages - Design And Configure
Landing Pages - Managing Color
Create an Effective Landing Page
Landing Pages - Adding Anchors
Landing Pages - Applying Tags
Landing Pages - Publishing
Landing Pages - Custom URL Parameters
Landing Pages - Hidden Fields
Landing Pages - Archive Templates
Landing Pages - WordPress Plugin
Landing Pages - FAQs
Landing Pages - Publish to a Custom Domain
Landing Pages - Social share settings
Invisible reCAPTCHA Update in Keap
Landing Pages - Success Page
Landing Pages - Supported Custom Fields
Landing Pages vs. Web Forms
Add a Custom Favicon to a Landing Page
Landing Pages - Revision manager
Landing Pages - Text editor toolbar
Landing Pages - Tracking
Landing Pages - Font style
Landing Pages Analytics
Campaign Reports
Campaign Reporting tab
Campaign Email Performance Visibility And Date Range Selector
Campaign Full Sequence And Email Summary Report
Campaign Dashboard Widget
Emails & Broadcasts
Email Builder
Merge Field Defaults Explained
Content Risk Services
Legacy Email Builder Overview
Add Links To Emails
Change Email Preview Text
How to Link to a Web Form in an Email
Email status icons explained
Html Support In Email Clients
HTML Block
Import Legacy Template
Rotating Images
Adding URL parameters to links to pre-fill an external web form
Email Broadcasts
Send an Email Broadcast
Stop an email broadcast
Find Your Scheduled Broadcast Emails
View the status of a broadcast
Send A Fax Broadcast
Create A Physical Letter Broadcast
Why Some Emails Skip During A Broadcast
A/B Test broadcast emails
Email Broadcast - Best Send Time
Content checking tool
Hosted Email Feature Sunset
Roadrunner Addresses Disabled from Sending
Email Broadcast History Page
Reschedule an email broadcast
Fulfillment Jobs
Process a letter fulfillment job
Process a Queued Fulfillment Job
Process an order Fulfillment Job
Text Broadcast & Automation FAQs
Marketing text message templates
Keap Marketing Number Settings
Text message broadcasts
Toll-free message verification
Deliverability
List Hygiene
Automated List Management
Acceptable Use Policy Quick Reference Guide
Auditing Imported Subscribers
Deciphering Email Marketing Metrics: Delivery vs Open Rate
Deterring Spam Bots
DKIM Email Authentication
DMARC May Impact Your Deliverability
Email Address Whitelisting
Email bounces explained
Email Issues
Engagement Days
Explicit Permission
How to add a spam filter to Opt-In forms
How to avoid content filters
How to locate and remove opt outs from email list
How unengaged contacts reduce the effectiveness of your email deliverability
How your from address affects email deliverability
Monitoring Email Complaints
Protect your web forms from bot attacks
Remove contacts unengaged more than 1 year from email marketing
Send a re-engagement email to tagged, unengaged contacts
Spam Complaints
Spam Traps
Tag contacts unengaged 6-12 months for a re-engagement campaign
Unsubscribe Report
URIBL Greylisting
Why did my contact not receive an email?
Subscription Bomb aka List Bomb
Lead Sources
Create A Lead Source
Manually assign a lead source to a contact
Track Lead Source Expenses
Evaluate Lead Source Effectiveness
Embed tracking code into your website
Marketing Reports
Email Broadcast Reports
Email status search
How to search for unengaged contacts
Sequence Step Recipients report
Web Form Origin Report
Web Form Tracking Report
Legacy
Marketing Templates
Legacy Templates Overview
Legacy Template Library Email Builders
Organize Legacy Templates With Template Categories
Create A Legacy Email Template
Clone A Legacy Email Template
Add Images to a Legacy Email
Personalize legacy email templates with merge fields
Add an Attachment to a Legacy Email
Insert YouTube Content Into Legacy Emails
Create A Legacy Plain Text Email Template
Create A Legacy Email Template With HTML
Create A Legacy Letter Template
Create a Legacy Task Template
Create a Legacy Appointment Template
Create Attachment Download Link Instead Of Using File Snippet in a Legacy Email
How To Convert Existing Emails To The New Email Builder
Pre-Built Campaigns
Dynamic Lead Nurture Campaign
Hard Bounce Re-engage Campaign
Frequently Asked Question Campaign
Newsletter Sign Up And Preference Center
Weekly Management Check-In
Landing Page Template Pack 3
Holiday Card Address Collection
Inbound Call Sales Rep Assignment
Easy Password Recovery
List Migration Reactivation
Satisfaction Survey
Contact Me Bubble Up
Facebook Event Promotion
Landing Page Template Pack 2
Post Appointment Follow Up Campaign
Social Review Promotion Campaign
Event Purchase Follow Up Automation Campaign
Automated Lead Follow Up Campaign
Appointment Reminder Campaign
W-9 Collection Campaign
Refer-A-Friend Campaign
Easy Follow Up Campaign
Free Resource Campaign
Document Follow Up Campaign
Simple Lead Capture For Sales Teams Campaign
Automate A Task Driven Process
Sales Pipeline Starter Kit
Simple Lead Capture Campaign
Using Landing Page Templates
Legacy Link Automation
Link Automation Primer
Custom unsubscribe and opt out links
Custom confirmation (double-opt-in) link
Create An Automation Link
Pass Contact Information To A URL From An Automation Link
Apply action when customer opts out of all email marketing
Legacy (Other)
Remove the Keap logo at the bottom of your emails
Set Up Third Party Fulfillment Notifications
Set up Legacy Invoice
Marketing Settings
Branding Center
Legacy Landing Page Builder
Landing Pages
E-Commerce
WePay, a Chase company
Who Is WePay?
WePay Setup
WePay Migration Guide
WePay FAQs
WePay UK FAQ
WePay Canada FAQ
WePay Chargebacks
Verify customer identify KYC
WePay Merchant Error Codes
How does WePay affect my taxes?
Why do you need my social security number?
PayPal
PayPal Merchant Account
PayPal Recurring Billing Setup
Other Merchant Accounts
Authorize.net Card Present Merchant Account
Authorize.net Merchant Account
Delete a Merchant Account
Enable Merchant Account Error Notifications
Eway Merchant Account
First Data Merchant Account
FlexPay Merchant Account
How to locate your Merchant Account ID
Merchant Accounts And Gateways Explained
Network Merchants (NMI) Merchant Account
Nexus Merchants Integration
Payment Options (Merchant Accounts) In Max Classic
Stripe Merchant Account
Supported Merchant Accounts
Payment processors no longer supported as of December 1, 2020
Products & Services
Create a product
Import Products
Access And Manage Your Product List
Create a recurring subscription product
Import a list of subscription products into Keap
Create And Organize Product Categories And Subcategories
Product Options
Manage Product Images
Create Digital Products
How to create a Paid Trial Subscription
Inventory Notifications And Sold Out Automation
Product Interest Bundles
Tag Purchases With Performance Of Contract
Order Forms
Set Up An Order Form
Create An Order Form Theme
Accept Donations Of Varying Amounts
Checkout pages
Order form payment options
Order form terms
Disable (Unpublish) an order form
Shopping Cart
Understand The Shopping Cart And Storefront
Multi-Step Shopping Cart Option
Set Up A Shopping Cart Theme And Thank You Page
Integrating The Keap Storefront With Your Website
Add Shopping Cart Purchase Links To Your Website
Create A Product Bundle Link
Shopping Cart URL Parameters
QuickBooks
QuickBooks desktop integration setup
Export An IIF File To Update QuickBooks
Find a list of sales by their QuickBooks Status
Orders & Quotes
Create a Manual Order
Add a payment to an existing order
Manually create an order for a subscription
Create a Quick Sale Order
Add A Payment Plan To A Manual Order
Create a quote
Quotes statuses, notifications, and reporting
Delete a Quote
Delete quotes in bulk
Manage Credit Cards
Add A New Credit Card To A Contact Record
Update the credit card on a subscription
Update a credit card expiration date
Make A Credit Card Inactive
Viewing a credit card number
Update Your Default Credit Card Settings
Update The Credit Card For An Order
E-Commerce Actions
E-Commerce actions overview
Discounts & Upsells
Promo Codes and Other Discount Criteria
Order Total Discount
Product Specific Discount
Shipping Discount
Create a Free Trial Subscription Promotion
Product Category Discount
Create an Upsell
Testing your Promotions and Upsells
One Click Upsell after a purchase
Sales Promotions Overview
Financial Reporting
All Sales Report
Cash And Credits (Net Sales) Reports
Financial Reporting Overview
Gross Sales Reports
How can I be notified for failed PayPal orders
Money Owed To You (Accounts Receivable)
Monthly Receivables Report
Monthly Sales Totals
Receivables Report
Subscription Revenue Summary
Tax Reporting
View Failed Credit Card Transactions
View Income (Net Income)
Payments Report
Easily see your upcoming subscription revenue
E-Commerce Settings
E-Commerce Settings
Add Shipping Address to Invoices and Quotes
Strong Customer Authentication FAQ
Payment migration tool
Refunds
Cancel your customer's subscription
Void a payment
Issue a refund
Issue a credit (write-off) or apply a price adjustment to an order
Issue a credit for a recurring payment
Manage Chargebacks
Change the Next Bill Date for a subscription
Balance a customer account that was refunded outside of Keap
Refunding Options
Billing Automation
E-Commerce Actions Overview
Billing Settings
Sales Tax
Change The Default Shipping And Billing Country For Online Orders
Set up a payment plan
Set up automation for an autocharge
Set up automation for credit card expiration
Create A Billing Reminder With Merged Credit Card Information
How Your Customers Update Their Credit Cards
Send Yourself An Order Notification Email
When E-commerce Actions Run
Automate follow-up on failed purchases
Invoices and Receipts
Setup Payment Collection Invoice
Automate follow-up when a purchase is made
Manually Send an Invoice
Max retries and autocharge outstanding invoices settings
Shipping & Fulfillment
Available Shipping Options
Configure shipping options
UPS Integration
Shipping Fees Per Product
Shipping Fees Based On Product Weight
Shipping Fees Based On The Order Total
Shipping Fees Based On Order Quantity
Flat rate shipping fees
Offer free shipping
Add Product And Service Fulfillment Notes To Orders
Automate Order Fulfillment With Fulfillment Reports
Administration
Branding Center
Branding Center Overview
Billing and Accounts
Billing Policy and Accounts Overview
Billing Policy, how to update your information and make a payment on your account
Increase contact limit & add users
Cancel my Max Classic application
Additional Packages
How to view & print your Keap invoices
View your text message usage
User Management
User Profiles Overview
Add a user profile
New user email invitation
Edit user permissions
Deactivate a user profile
Reactivate a user
User Teams
Add / remove a partner user profile
Importing Data
Importing Data
Import your contacts
Prepare your CSV import file
Export from your current system
Create company records during an import
View and rollback imports
Working with credit card numbers in excel
Populate multiple fields with a single field from your spreadsheet
User Permissions
Global User Permissions
Add a user to the Admin or Sales Rep group
User Permissions - Contact
User Permissions - Company
User Permissions - Opportunities
User Permissions - Referral Partners
User Permissions - Orders And Invoicing
User Permissions - E-Commerce
User Permissions - User
User Permissions - Calendar
User Permissions - Application
User Permissions - Marketing
Permission to access DKIM settings
Data Cleanup
Analytics
Analytics
Admin Settings
Admin Settings Overview
HIPAA
HIPAA
GDPR
GDPR FAQ
GDPR Campaign Instructions
GDPR and requests to be forgotten
Admin Reports
Admin Reports Overview
Task Note Report
My saved reports and searches
Productivity Tools
Productivity Tools
Email Sync
My Day
Manage tasks
Calendar
My Nav
Sandbox Accounts
Outlook Plugin
Add a contact to a sequence with Sync for Outlook plugin
Uninstall Sync for Outlook Plugin
WordPress Plugin
WordPress Plugin set up
WordPress - create an opt-in form
Wordpress Opt-in campaign goal
Managing WordPress opt-in forms
BigCommerce
BigCommerce FAQs
BigCommerce API Goals
Add A BigCommerce Buy Now Button To A Campaign
Other Apps
Zapier
LeadPages
Mobile App
Max Classic mobile app
Max Classic Mobile Tasks
Max Classic Mobile Payments iOS
Max Classic Mobile Payments Android
Max Classic Mobile Card Reader
Max Classic Mobile Opportunities
Business Card Transcriber
EMV Chip Card FAQ
Play Blueprints
Collect Leads
Play Blueprint: Lead Magnet Download
Play Blueprint: Schedule a Free Consult
Play Blueprint: Lead Intake Form
Play Blueprint: Contact Us
Play Blueprint: Free Guide Download
Play Blueprint: Schedule Appointment Online
Convert Clients
Play Blueprint: Sales Offer Broadcast
Play Blueprint: Re-Engagement Offer
Play Blueprint: Sales Pipeline
Play Blueprint: Guide Follow Up + Offer
Play Blueprint: Personalized Check In
Create Fans
Play Blueprint: Email Newsletter Broadcast
Play Blueprint: Nurture Sequence
Play Blueprint: Post-Consult Follow Up
Play Blueprint: Customer Survey
Play Blueprint: Testimonial Request
Play Blueprint: Refer a Friend
Play Blueprint: Surprise Gift
Get Organized [coming soon]
Done-For-You Blueprints - see how Keap can build for you!
Operations 2023
Home
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Contact Record Billing
Create quotes from the Contact Record
Last Modified on 04/14/2021 2:37 pm MST
Tags:
Contact Record
Quotes
Invoices
Keap-Max-Classic
This article applies to:
You can create and send quotes directly from the contact record inside your application.
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