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.
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.
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).
Toolcie now handles your costs, allowing the software to automatically calculate your margin and amount of profit earned on each of your quotes and invoices.