Choose Currency When Creating Estimates and Proposals

Choose Currency When Creating Estimates and Proposals

Published on: 01/03/2024

This feature streamlines global transactions, eliminates currency-related hassles, and presents a professional and accommodating image to clients worldwide.

System Updates
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Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & Proposals

Published on: 23/02/2024

Our CRM enhances the Proposals and Estimates section by introducing the ability to upload and customize your own PDF documents, add signature fields, and utilize legal signature capture, providing a seamless solution for personalized document management.👇🏻

System Updates
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New Feature: Proposals & Estimates Multiple Recipient Signature Support

New Feature: Proposals & Estimates Multiple Recipient Signature Support

Published on: 05/12/2023

Our CRM now allows businesses to streamline the signing process by enabling the assignment of signature elements to multiple recipients within a document, eliminating the need for individual assignments.

System Updates
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New Feature: Convert Proposals & Estimates to Invoices Automatically

New Feature: Convert Proposals & Estimates to Invoices Automatically

Published on: 21/11/2023

Get ready to supercharge your billing process with our latest feature, Automatic Invoice Creation!

System Updates
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