Text library

Text library

8 January 2021

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.

All of your existing text, including your signatures, has been transferred to the library.

We’ve also incorporated a mail merge system that allows you to add tokens, such as the customer’s name and the invoice amount. These tokens are then automatically replaced when you send the document.

Text library for quotes and invoices

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Improved feature for sending quotes and invoices

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.