Three new features for your quote and invoice layouts

Three new features for your quote and invoice layouts

5 May 2021

We’ve just added three new features that will allow you to go even further in customizing your quote and invoice layouts.

1. Option to add attachments before and after the document

In particular, this option will allow you to :

  • add a cover page
  • add your company’s brochure
  • add your general terms and conditions of sale

These attachments will be visible in the final PDF document, as well as online, with the “Share document” feature, for example.

See the related article in the knowledge base.

2. Option to add the position of groups and entries 

It’s often difficult to sift through quotes and estimates containing hundreds of lines when talking with a customer. This new feature adds a column to the table entitled “Position” indicating the number of each entry.

If a document contains several groups, they will automatically be numbered and the entries will have two-tiered numbering, for example :
1. 1.1, 1.2, 1.3
2. 2.1, 2.2, 2.3

This feature can be activated or deactivated for each document from the document’s settings. You can also change this setting by default for your future documents by going to:

  • Settings > Quotes
  • Settings > Invoices

3. Price display with the currency symbol

You can now choose whether or not the prices in your documents should be shown with the currency symbol. This is convenient for currencies with a short symbol like the euro € or the dollar $.

This setting is found in the layout template for your documents on the “Groups” tab.

Other articles

Calculating margins and managing costs

Toolcie now handles your costs, allowing the software to automatically calculate your margin and amount of profit earned on each of your quotes and invoices.