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.
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!
It’s never been easier to share your invoices and quotes with Toolcie. We’ve just added a feature that allows you to share your documents via a link. This feature can be used in place of a traditional PDF document.
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!