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Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Opportunity Custom Value Support in Terms & Notes Cover

New Feature: Opportunity Custom Value Support in Terms & Notes

March 12, 20251 min read

When managing your Opportunities, you will come to a point where they purchase your products or services, and you need to send an Invoice. Including the proper information in that invoice has to be easy. And this new feature makes it simple for you!

⭐️Why Is This Feature Beneficial To Your Company?

  • Auto-Populated Fields: Bring existing values to your invoice or estimate, allowing you to use a single template and its notes as a flexible base.

  • Simplified Approach: Create your invoices directly from the Opportunity tab, making it easier to follow the products or services to add, the total value of the contact, and any opportunity-related fields.

  • Eliminate Human Error: Reduce manual data entry and ensure accurate information in all your Invoices and Estimates, providing customers a better experience.

⭐️How To Add Opportunity Custom Value In Terms & Notes?

  1. Open the opportunity card of the contact you’ll create an invoice/template for.

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  2. Navigate to the Payments tab and open the Actions drop-down menu.

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  3. Select Create estimate or create invoice.

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  4. Create your invoice or estimate as normal and add the needed Opportunity Custom Values inside the Terms & Notes section.

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Now, you can complete your Invoices and Estimates with the security that they contain the correct information that’s updated automatically as needed. Helping you ensure customer satisfaction and transparency at all times

New FeatureNew UpdateOpportunitiesPaymentsCustom Values
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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