Share your invoices and quotes even more easily

Share your invoices and quotes even more easily

20 July 2019

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. If you use the feature to send your documents by email directly from the application, you can use the token [sharing_link] in your message to share the link.

Your customers will be able to pay you directly online by credit or debit card in a simplified process, as long as you’ve activated the online payment method.

Share a quote or an invoice online

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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.

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!