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.

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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.

A free lifetime subscription!

When you create a new business, the early days are not always easy, especially for the self-employed. Generally, it takes 24 months to reach financial stability.

That’s why we’ve decided to create a new 100% free lifetime offer!