Hoops

Understand how pricing works in Hoops. Learn how to structure pricing, manage variants, and control how prices appear on SalesDocs, SalesPresentations, and invoices.

Pricing Settings – Overview

Learn how to customize the information displayed in your SalesDoc header, including branding, deadlines, references, and document ownership. Control what customers see while keeping important internal information available to your…

Manage SalesDoc Header Details

Learn how to customize customer actions on SalesDocs, including quote acceptance, online payments, comments, and downloads. Control the buttons customers see and create an experience that matches your sales process.

Control How Customers Interact with SalesDocs

Learn how to add and manage Terms & Conditions on SalesDocs. Set default terms in templates, customize terms for individual deals, and create consistent customer agreements that align with your…

Add Terms & Conditions to SalesDocs

Learn how to configure automatic SalesDoc status updates based on key events such as document creation, customer acceptance, and payment completion. Use status automation to keep your pipeline organized and…

SalesDoc Status Settings

Automate and customize description settings for SalesDocs, SalesPresentations, and SalesStores.

Description Settings

Remove product variant breakdown in SalesDocs

Hide Variant Breakdown from Customer

Customize header, title, and footer blocks, which display to your customers.

Header, Footer & Title Blocks in a SalesPresentation or SalesStores

Configure pricing rules, defaults, and settings that control how your SalesDocs are created and calculated.

SalesDoc Settings & Pricing

Learn the difference between rolled-up and itemized pricing in Hoops. Understand how decorations and additional costs can be included within product pricing or displayed separately, and how each approach affects…

Rolled Up vs Itemized Pricing

Learn the difference between Sell Price and Unit Price, and how rolled-up and itemized pricing affect each. Understand why Unit Prices can change when decorations or additional costs are added,…

Understanding Sell Price vs Unit Price

Learn the difference between Variant Pricing and Averaged Pricing. Control how product variants are priced, displayed to customers, and transferred to invoices, balancing pricing accuracy with a simplified quoting experience.

Variant vs Averaged Pricing

How Pricing Modes Affect Invoices Your pricing mode (Variant vs Averaged Pricing) directly impacts how invoices are created when sending to QuickBooks Online or Xero.

How Pricing Modes Affect Invoices

Set quantity or flat rate pricing for decorations and additional charges.

Flat Rate vs Quantity-Based Pricing (SalesPresentations & SalesStores)

Configure pricing rules and defaults used throughout your SalesDocs.

Pricing Settings

Create a custom design with text, images, and links

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