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

Other articles

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.

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.

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.