12/21/2023: Automate Your Invoicing Process with Document Signatures!

We're thrilled to announce a game-changing feature that will revolutionize your business workflow: the ability to automatically send invoices after document signatures!

Now, with just a few clicks, our business users can effortlessly streamline their invoicing process. Once a document is completed by all participants, you have the power to activate the auto-send invoice option.

This powerful feature can be found within the proposal and estimates settings under Product Invoicing. By default, the toggle is turned off, meaning that invoices will be created but not automatically sent to customers for payment. This flexibility allows you to tailor your invoicing process to your specific needs.

Imagine the convenience and time-saving benefits! No longer will you need to configure complex workflows or manually send invoices after document completion. Our automated system takes care of it all, ensuring a seamless and efficient experience for both you and your customers.

Say goodbye to the hassle of manual invoicing and hello to a smoother, more professional process. Let our cutting-edge technology handle the repetitive tasks, so you can focus on what really matters: growing your business and delighting your clients.

Ready to take your invoicing efficiency to new heights? Explore this incredible feature today and unlock a world of possibilities for your business! Get started now and experience the future of invoicing.



12/04/2023: Partial Quantities in Invoices Live!

We are thrilled to announce that we have introduced a new feature in our invoicing system - the ability to have partial quantities in invoices!

Our team has been working tirelessly to make this enhancement possible, and we are excited to see it come to life. With this new functionality, you can now include partial quantities on your invoices, providing you with even more flexibility and accuracy in your billing process.

Whether you need to bill for a fraction of an item or account for partial deliveries, our invoicing system now allows you to handle these scenarios effortlessly. This update aims to streamline your invoicing experience and ensure that your invoices accurately reflect the products or services provided.

We want to express our gratitude to our amazing team for their hard work and dedication in making this feature a reality. Their commitment to delivering exceptional solutions continues to drive our success.

Thank you for your continued support and feedback. We hope that the addition of partial quantities in invoices proves to be a valuable asset in simplifying your invoicing process.

Stay tuned for more updates and improvements from our team!

12/01/2023: Estimate & Proposal Triggers Are Live!

We are thrilled to announce that a highly anticipated feature has just been released in our workflow builder: triggers for estimates and proposals! This game-changing addition empowers you to take your workflow to new heights of efficiency and customization.

With the introduction of triggers for Sent, Signed/Accepted, and Completed events, you can seamlessly integrate these events into your workflow using if/else blocks. This means that you can now create a dynamic and tailored experience for your clients at every step of the process.

Imagine being able to automatically send personalized messages to your clients when an estimate is sent, signed/accepted, or completed. With the power of custom values, you can effortlessly customize these messages to reflect your brand and provide a truly professional touch.

Gone are the days of manually following up with clients or sending generic communications. Our new triggers allow you to automate these processes, saving you valuable time and energy. You can focus on what you do best while knowing that your clients are receiving timely and personalized updates.

But the benefits don't stop there. By leveraging these triggers, you can also gain valuable insights into your workflow. Track the progress of your estimates and proposals, identify bottlenecks, and optimize your operations for maximum efficiency.

Whether you're a small business owner, a freelancer, or part of a larger organization, our estimate and proposal triggers will revolutionize the way you work. Say goodbye to manual tasks and hello to a streamlined and professional workflow.

So why wait? Take advantage of this exciting new feature today and unlock the full potential of your workflow. Sign up now and experience the power of seamless integration, personalized messaging, and enhanced efficiency.

We can't wait to see how our estimate and proposal triggers will transform your business. Get ready for a whole new level of professionalism!

Note: To access this feature, make sure you have the latest version of our workflow builder.

09/22/2023: Custom Notifications for Proposals & Estimates Live!

We are thrilled to announce the launch of our latest feature: custom notifications for proposals and estimates!

Now, you have the power to create and customize email notifications that perfectly align with your brand and business. With this exciting addition, you can ensure that every communication sent to your clients reflects the utmost professionalism.

Say goodbye to generic notifications and hello to a personalized touch that will impress your clients from the very first interaction. Get ready to elevate your proposal and estimate game with our new custom email notifications!

09/08/2023: Background Images Live for Proposals and Estimates!

We are thrilled to announce the latest update to our proposal and estimate feature - the addition of background images!

Now, you can take your proposals and estimates to a whole new level of visual appeal. With the ability to incorporate stunning background images, your documents will truly stand out and captivate your clients. Our team has worked tirelessly to bring you this exciting enhancement, and we couldn’t be happier with the results.

Prepare to impress your clients with visually stunning and professional-looking proposals and estimates. Let your creativity shine and leave a lasting impression with our new background image feature.

08/29/2023: Custom Fields Added to the Proposals and Estimates Builder!

Introducing an exciting enhancement to our Proposals and Estimates Builder: Custom Fields Integration!

Now, you have the power to effortlessly incorporate contact custom fields into your estimates and proposals. This groundbreaking feature allows you to seamlessly leverage the information stored in these fields, automating the process and saving you valuable time. With this game-changing addition, crafting personalized and professional estimates and proposals has never been easier.

Experience the convenience and efficiency of our Custom Fields Integration today!

08/25/2023: Mobile Signing + Hyperlink Support Live for Estimates/Proposals!

We are thrilled to announce that our platform now offers mobile signing and hyperlink support for estimates and proposals! With this exciting update, customers can easily accept and sign proposals directly from their mobile browsers.

Additionally, they can mark documents as finished and conveniently download a PDF of the signed document. Furthermore, we have fixed the ability to insert hyperlinks in the created documents, empowering businesses to include important links when sending documents to potential leads and clients.

These enhancements provide a seamless and professional experience for both businesses and customers.