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Improved feature for sending quotes and invoices

Improved feature for sending quotes and invoices

9 July 2019

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.

As such, you can create a personalized and reusable email template for your quotes, invoices, and reminders. It will save you a lot of time!

The main tokens are:

  • [customer_title]
  • [customer_first_name]
  • [customer_last_name]
  • [reference]
  • [document_date]
  • [due_date]
  • [total_tax_incl.]
  • [sharing_link]

Use of tokens in quote and invoice emails

Other articles

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.

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.

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