Documents & Contracts help create written agreements between you and the recipients. However, it might take time for both parties to complete it fully, so you must be informed of their progress. With this update, you and your team can be notified as soon as a recipient views the document for the first time!
Payment plans help you be more flexible with customers while improving your cash flow. And estimates help you create a clear picture of the cost of acquiring your services. So, to make things smoother, we’ve combined both features!
Documents & Contracts are the perfect way to solidify your relationship with your customers and ensure clear expectations. However, we know that there might be limited time offers that you want to handle this way as well. So, we’re glad to introduce this new feature!
Centralizing your financial information is key to ensuring your business is running smoothly. And what better way to add your previous Transaction or Order information than CSV importing? This new feature makes it possible.
