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Drum Help
General help for understanding key Drum concepts and workflows
Adding Costs to ProjectsHow to add costs (or expenses) to your Drum Projects
Creating Roles and Assigning PermissionsHow to limit and permit access to different features and areas of your Drum account.
Send Emails to Opportunities or ProjectsStore stakeholder communication against opportunities or projects in Drum.
Quote Templates and Quote Document Templates in DrumHow to manage quote templates and quote document (Word) templates in Drum.
Add & Edit Billable & Cost Rate For Resource TypesHow to manage billable rates for Resource Types in Drum
Resource Types & Default Resource TypesManaging resource types in Drum
Invite Users To Your Drum AccountHow to invite new users to your Drum account
Adding a New ResourceHow to add a new Resource (staff, equipment) to your Drum account
Converting a Project Cost to a Xero Purchase Order and Xero Bill
Drum Composer AI - Creating Opportunities With EmailCreating Sales Opportunities with DRUM Composer AI
Managing Project and Sales Opportunity Templates in DrumHow to manage project and sales opportunity templates within Drum
Enabling Advanced Sales Insights in DrumUsing Drum's advanced sales tracking systems in your Drum account.
Financial Integration DelegationHow to allow your Drum users to act on behalf of another user with regards to your financial integration (Xero or Quickbooks etc)
Dynamic Document Generation ReferenceThe fields available when creating dynamic documents with the Drum dynamic document generator.
Understanding Proposals and Budgets in DrumProposals and budgets
Proposal Budget Overview in DrumBudgets
Managing Project Budgets in Your Drum AccountProject Budgets
Managing Project Variations in DrumProject Variations