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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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.

Quote and invoice templates

Certainly the most anticipated new feature in the Toolcie application is the ability to create templates for quotes and invoices that are fully customizable. You can try it out now!