Updates
SEPA payment QR code (EPC)
Toolcie now supports the SEPA payment QR code (EPC), which complements the Swiss QR Code for SEPA-zone IBANs. Your clients pay your invoices in a single scan from their banking app.
Custom roles, smarter invoicing and more new features
Over the past few months, we have been working on improving the software and adding new features. Here is a selection of updates that we hope will be useful to you. Custom roles and permissions You can now create your own roles and define precisely the permissions associated…
Custom fields, personalized emails: discover our latest innovations
Exciting updates to transform your management: customize your documents, send them using your own email, and boost your efficiency! 1. Custom fields Add custom fields to your quotes, invoices, contacts, and items to perfectly fit your specific needs.
All the new features in Toolcie
Over recent months, we have worked to improve the software and add new features.
Seven new features you won’t want to miss!
In recent months, we’ve added a variety of exciting features. Here are just some of the new features we think you’ll love. Tags We’ve added a system for adding custom tags to your content (quotes, invoices, items, contacts), so you can find it more easily.
Access Toolcie from anywhere
Toolcie now has a downloadable version that’s compatible with all devices: smartphones, tablets, and computers.
Eight new features
Document templates, new versions of quotes, know the percentage of a quote that’s been invoiced: all these new features will boost your productivity!
Online acceptance and signing of your quotes and estimates
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. Your customers will no longer need to print, sign, and scan your quotes, then send them back to you.
Three new features for your quote and invoice layouts
We’ve just added three new features that will allow you to go even further in customizing your quote and invoice layouts.
Option to create bundles of items
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.
Calculating margins and managing costs
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. The margin is calculated based on the sale price before tax, minus the cost.
Two new roles for salespeople
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.
Listing of services
In addition to products, Toolcie can now list your services on quotes and invoices. A service can be created the same way as a product. Creating services instead of products offers the advantage of finding them more easily in the interface, while also allowing you to…
Create recurring invoices
We’ve just added a new feature allowing you to easily create recurring invoices.
Text library
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.
Even more customization for quotes and invoices
We’ve worked on quotes and invoices to make them even more customizable.
Custom entries and subtotals on quotes and invoices
We’ve just added two new types of entries for your quotes and invoices. The first type: custom entry , represented by the button allows you to add text. While this type already existed previously, you can now add a full-length line of text without having to specify the quantity…
Option to add discounts for individual lines
With Toolcie, you could already add discounts by group on your quotes and invoices. Now, you can also add discounts by line or by entry.
Improvement for products on 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. Of course, you still have the option to modify your products in the database directly from the document using the…
Quote and invoice templates
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! This new feature allows you to easily and flexibly change the design of all your documents.
Swiss “QR-bills”
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.” They are invoices with a special QR code containing the necessary information for paying the invoices, such…
Display prices tax included or tax excluded
We’ve just published an important update that will allow you to show the prices of your items with tax included or without tax. In Europe, when selling products, display of prices tax included is customary.
The Toolcie application is now available
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)!
Share your invoices and quotes even more easily
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.
Improved feature for sending quotes and invoices
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.
Revenue statistics by customer and number of sales per product
We’ve just introduced new statistics on the dashboard. You can now view your five best customers and your five best-selling products. We’ve also added a pie chart that allows you to identify at a glance where your best customers stand as a percentage of your total revenue.
Improvement to the reference number
We’ve improved the reference number for quotes and invoices in three ways. The first is that the counter will reset to zero when the new year begins. In concrete terms, that means that if your last reference number in 2019 was “2019-337”, in 2020, the next number…
Advanced search
Advanced search is now available! The application already had a keyword search feature, but it didn’t let you precisely filter by date, price, status, type, etc. The new search feature smartly incorporates real-time text-based search and allows you to search with different…
Software certified for the VAT Fraud Prevention Law
If your company is based in France, you are undoubtedly aware that since January 1, 2018, you are obligated to use checkout software that complies with and is certified under the VAT Fraud Prevention Law (“Loi Anti-Fraude à la TVA”, Art.
A free lifetime subscription!
When you create a new business, the early days are not always easy, especially for the self-employed. Generally, it takes 24 months to reach financial stability. That’s why we’ve decided to create a new 100% free lifetime offer !
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