Onboarding Call 2

What happens in your second onboarding session and the 4-item homework checklist covering advanced templates, bundles, e-signatures, and the customer storefront.

Written By Victor Raessen

Last updated 1 day ago

Your second onboarding call is approximately 45–60 minutes. It opens with a review of your progress since Call 1 — what's working, what to troubleshoot. The session then covers four advanced features via brief live mention and video homework.

What to expect

  • Review your progress: quotes created, team access, any issues

  • Troubleshoot anything that came up during the practice period

  • Brief introduction to each advanced topic — not a full walkthrough

  • Q&A and next steps

  • Handoff to regular support

Homework checklist

Four tasks to complete after Call 2. Each has a dedicated training video.

#

Task

Training video

Help article

1

Create templates for different scenarios — a short quote and a full proposal

Create advanced templates for proposals and quotes

Quote Templates + Widgets

2

Build your top 2–3 recurring product bundles

Create and use product bundles

Products

3

Enable e-signatures and test the signing flow on a sample quote

Set up and test e-signatures

Sending & Approvals

4

Set up your customer storefront (Premium add-on only)

Set up your customer storefront

Storefront

Watch all the videos at Onboarding Videos.

Storefront note: The customer storefront is a Premium add-on where customers can self-browse products and request quotes. If it's not part of your subscription, skip this task — most MSPs enable it after a few months of regular use.

You're ready to go independent when

  • You have at least two working templates (one quick quote, one full proposal)

  • Your most common products are bundled for fast quote creation

  • You've tested e-signatures on a sample quote

  • Your team is creating quotes independently

See also