Exreach handbook

How to use Exreach. Start with the deal workflow. Then open a page guide when you need the details of one screen.

Start here

Welcome What Exreach is for, how this handbook is organized, and where to start. Create an account Sign up, confirm your email, sign in, and reset your password. Set up your workspace Complete the six Setup steps so exports, banks, and numbering are ready. Workspaces and roles Switch workspaces, invite teammates, and understand owner, admin, editor, and viewer. Plans Lite, Pro, and Pro+ prices, seats, and limits.

Workflows

Typical deal path Follow a sourcing or service deal from company to closed project. Companies and contacts Add customers, suppliers, shipping companies, people, and leads. Track an opportunity Log heat, follow-ups, and photos, then convert interest into a quotation. Create a quotation Price a sourcing or service deal, send it, and export PDF or Excel. Turn a quotation into an invoice Create the one invoice for an accepted quotation, then mark it sent, accepted, or paid. Run the project Create a project from a paid invoice and run sourcing or service work. Ship the goods Log partial shipments, carriers, freight, and proof photos on a sourcing project. Record money in Books Log customer income, supplier and freight expenses, and recurring costs. Close the project Compare invoiced totals to Books, lock the deal, and download the project report. Read profit Use Deal P&L on Accounting overview and Books P&L on the income statement.

Pages

Dashboard Overview widgets for active work, revenue, opportunities, and action items. Pipeline Pro+ Pro+ beta board for moving an opportunity toward a quotation. Companies Customer, supplier, and shipping lists, plus the company detail page. Contacts People directory, lead intake, and the contact detail page. Quotations Quotations and invoices list, status, convert actions, and the editor. Projects Project list, detail, costs, shipping, close, and packing list. Products Catalog, quotation Excel import, and bulk edit. Inventory Pro Warehouses, purchases, transfers, adjustments, and issuing stock to a shipment. Opportunities List and kanban for heat, follow-ups, photos, and conversion. Playbook Sales profiles with objection scripts, dos and don'ts, and messages. Employees HR roster, deal owners, and booked / collected / recognized contribution. Books Income, expenses, and recurring ledgers, filters, and how they post to accounting. Accounting Overview, reports, banks, currency exchange, periods, and opening balances. Tools Pro Seal & Sign, Label Printer, and Image Overlay. Files stay on your device.

Settings

General Theme on this device, timezone, date format, base currency, and market rates. Profile Your name, photo, and personal contact. This is not the seller block on invoices. Organization Legal company fields, bank accounts, and default service rates. Team Invite members, change roles, and remove people from the workspace. Security Change email, change password, and revoke signed-in devices. Customization Organization logo and the export header your customers see. Documents Number prefixes, default bank, and default terms for new exports. Billing See your plan and contact Exreach to change seats or tier. Notifications Choose which in-app alerts you receive. Email digest is not available yet. Data Owner-only workspace deletion and 30-day restore. Export is not available yet.

Reference

Quick create What the + button in the top bar can create. Document numbers and export branding How quotation, invoice, project, and packing list numbers work, and what customers see. Currency and rates USD and EUR documents, RMB costs, market rate fill, and when rates lock. What you can delete Which records you can delete, what is blocked, and what reject does for invoices. Keyboard and lists Search, filters, owner filter, and Mac shortcuts for the handbook and the app.