Custom entries and subtotals on quotes and invoices

Custom entries and subtotals on quotes and invoices

22 October 2020

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

The first type: custom entry, represented by the Custom entry button 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 or the price. The text editor allows you to insert images and titles, as well as format your text as you please.

The second type of entry: the subtotal, represented by the Subtotal button button allows you to add an intermediate subtotal line. This feature goes hand in hand with the “subgroup” entry type.

Imagine, for example, a painting business that wants to create a quote for painting and for installing a drop ceiling. The company can create two main groups: “Painting” and “Drop ceiling”, and in the “Painting” group, add subgroups and subtotals for the various rooms (kitchen, living room, bedrooms, etc.).

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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. These two roles do not give the user access to the company’s invoices.

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.

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.