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 support for products on quotes and invoices. You can now modify your products on a document without affecting the product database.
Payments in Switzerland are evolving and going digital. Starting June 30, 2020, across Switzerland, the red and orange payment slips will be replaced by “QR-bills.”
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.