Listing of services

Listing of services

19 February 2021

In addition to products, Toolcie can now list your services on quotes and invoices.

A service can be created the same way as a product. Creating services instead of products offers the advantage of finding them more easily in the interface, while also allowing you to display them separately in the footer of your quotes and invoices.

With this update, we’ve changed the “Products” terminology to “Items.” All of your existing products can now be found on the “Items” tab.

On the page listing all of your items, we have added a system of tabs that allows you to display all of your products, all of your services, or all of your items at once.

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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.

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.

Eight new features

Document templates, new versions of quotes, know the percentage of a quote that’s been invoiced: all these new features will boost your productivity!