Even more customization for quotes and invoices

Even more customization for quotes and invoices

24 December 2020

We’ve worked on quotes and invoices to make them even more customizable.

You can now :

  • add new units (hours, quantity, flat fee, etc.)
  • add new types of documents (quote, estimate, invoice, etc.)
  • add new statuses (sent, approved, 1st reminder, etc.)
  • show or hide the author of the document

As a reminder, this year, we also launched the option to create quote and invoice templates.

You can now add, modify, or delete units, types of documents or statuses directly in editing mode by clicking on the dropdown menu for the element in question, then clicking on Settings icon Manage.

Add a status in a quote or an invoice

 

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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.

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.

Swiss “QR-bills”

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