Thanks for joining Passport Lounge!

This week's session focused on improving customer presentation and solving a few common Pitcherbook questions.

What we covered

Pitcherbook email appearance

A member raised an issue where the "View & Accept Quote" button was displaying incorrectly.

We discussed:

• checking branding settings
• colour configuration
• when an issue is likely to be account-specific
• when to contact support for investigation

Customer presentation

We talked about how important first impressions are when sending quotes.

A professional-looking Pitcherbook can significantly improve customer confidence, so it's worth spending time ensuring:

• your branding is correct
• images look professional
• descriptions are clear
• colours match your business

Learning from other Passport users

One of the best discussions came from existing Passport members sharing how much they've learned simply by attending Lounge each week.

Even without specific questions, members continue discovering:

• faster workflows
• new features
• better ways to build bundles
• quoting tips from other businesses

Top Tip

Passport Lounge isn't just for troubleshooting.

It's designed to help you continuously improve your quoting process by learning from businesses using Burdi every day.

Recommended Knowledge Base articles

• Customising Your Pitcherbook
• Branding Your Quotes
• Email Templates
• Pitcherbook Settings
• Common Pitcherbook Troubleshooting