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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

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When you create a new business, the early days are not always easy, especially for the self-employed. Generally, it takes 24 months to reach financial stability.

That’s why we’ve decided to create a new 100% free lifetime offer!

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.

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