Log in Sign up

Two new roles for salespeople

Two new roles for salespeople

26 February 2021

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.

At the same time, we’ve added a table comparing the different roles and their permissions for when you add or modify a user.

Overview of roles and permissions

Other articles

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!

Online acceptance and signing of your quotes and estimates

We just launched a new feature that allows you and your customers to accept and sign online your sales documents, including quotes, estimates, and offers.

Seven new features you won’t want to miss!

In recent months, we’ve added a variety of exciting features.

Here are just some of the new features we think you’ll love.

Log in Sign up