Blog

Exciting updates to transform your management: customize your documents, send them using your own email, and boost your efficiency!

In recent months, we’ve added a variety of exciting features.

Here are just some of the new features we think you’ll love.

We just launched a new feature that allows you and your customers to accept and sign online your sales documents, including quotes, estimates, and offers.

Toolcie now allows you to create bundles of items. These bundles or packages allow you to create sets of products and services that you can then insert into your quotes and invoices.

Toolcie now handles your costs, allowing the software to automatically calculate your margin and amount of profit earned on each of your quotes and invoices.

We’ve just added two new roles allowing you to assign users as salespeople.

The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.

In addition to products, Toolcie can now list your services on quotes and invoices.

We’ve just added a new feature that allows you to save your segments of text to a library so that they can be reused later.

This library can be accessed from anywhere in the application, for example, when creating a quote or an invoice, or when sending a document to a customer.

We’ve just added two new types of entries for your quotes and invoices.

We’ve just improved our support for products on quotes and invoices. You can now modify your products on a document without affecting the product database.

Certainly the most anticipated new feature in the Toolcie application is the ability to create templates for quotes and invoices that are fully customizable. You can try it out now!

Payments in Switzerland are evolving and going digital. Starting June 30, 2020, across Switzerland, the red and orange payment slips will be replaced by “QR-bills.”

We’ve just published an important update that will allow you to show the prices of your items with tax included or without tax.

For an even better user experience, we’ve just created an installable application for any operating system (Windows, MacOS, Android, iOS, Linux) and any type of device (computer, tablet, smartphone)!

It’s never been easier to share your invoices and quotes with Toolcie. We’ve just added a feature that allows you to share your documents via a link. This feature can be used in place of a traditional PDF document.

We’ve just improved our feature for sending quotes and invoices by email, adding a mail merge function. This allows you to add tokens to your text. The tokens will then be automatically replaced by the corresponding values when the email is sent.

We’ve just introduced new statistics on the dashboard.

You can now view your five best customers and your five best-selling products.