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

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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.