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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Send Proposals + Estimates via Link

Send Proposals + Estimates via Link

Published on: 06/08/1705

Our CRM now enables you to easily share proposals and estimates quickly with links, expanding your communication options beyond email, allowing you to conveniently share documents through SMS, Faceboo...

System Updates
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