Learn eCat by watching
Short, focused walkthroughs — from installing eCat to writing and managing orders.
Basic10
Installing eCat on Your iPad Learn how to install eCat on your iPad. 3 Ways to View Your Catalog Overview of eCat's three product views and special features of each Finding Products with eCat Learn how to use the catalog organization, search, and filters to find the products customers need. Selecting Customers in eCat Learn how to select customers, ship-to's, and more. Creating New Customers in eCat Learn how to create new customers in eCat. Emailing Product Information with eCat Learn how to use the catalog organization, search, and filters to find the products customers need. Creating Presentations - The Basics Learn the basics of creating PDF catalogs and presentations, including selecting formats, re-arranging products, and more. Working with Lists in eCat - The Basics Learn the basics of saving lists of products in eCat for presentations and other purposes. Using the eCat Library Learn how to use the eCat Library for viewing, searching, and sharing sales collateral and more. Writing Orders for Customs Items & Kits
Advanced3
Creating Presentations - Advanced Learn how to share PDF presentations, export product data to Excel, and use advanced PDF creator techniques. Working with Lists in eCat - Advanced Learn advanced techniques for editing and using eCat product lists, including using the 'Add-to' button for rapid and flexible list creation. Using eCat flipbook feature Flipbooks are and interactive, up-to date, on brand experience. Learn how to add products to wish lists, save projects and write orders in eCat using your companies marketing ma…
Orders & More7
eCat's Customer Profile Panel Customer panel overview. Learn how to view detailed customer information, a customer's product preferences and best sellers, on-order items, & more. Previewing and Editing Orders Learn how to preview and edit orders and quotes, apply discounts, share quote information in PDF presentations, and more. Writing Orders with eCat Learn the basic ways to write orders in eCat then finalize and submit them to your company and customer. Managing Orders & Quotes Learn how to suspend and resume orders & quotes so you can work on them over a period of time. Finalizing and Submitting Orders Learn how to configure, price, and quote ("CPQ") custom items, then share them with PDF presentations. Using eCat for 'Smart Selling' Learn how to guide your customers to success by combining catalog sorting, customer sales display features and product filters to gain powerful insights into historical customer… Copying Orders & Quotes