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

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All the new features in Toolcie

Over recent months, we have worked to improve the software and add new features.

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.

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!