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.
If your company is based in France, you are undoubtedly aware that since January 1, 2018, you are obligated to use checkout software that complies with and is certified under the VAT Fraud Prevention Law (“Loi Anti-Fraude à la TVA”, Art. 88 of the 2016 French Finance Law).
We’ve just introduced new statistics on the dashboard.
You can now view your five best customers and your five best-selling products.
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!