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Tell us about features that would help you better manage your sales.
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New feature (142)
Improvement (136)
Anomaly (4)
Hide unrecoverable bills
Sometimes an invoice is never paid. In this case it would be interesting to hide it from overdue invoices because it is considered irrecoverable.
0
1
sending multiple documents by email to the same non-signing recipient
It is possible to send reminders of signed quotes, I would need the possibility of sending different quotes to the same customer before signing
0
1
Save the personalized electronic signature statement
Once you have personalized the electronic signature mention, let it appear by default on future documents.
0
1
Have a catalog of predefined items
To be able to import a library of products with or without prices by sector of activity in the building
2
·
Qualified
45
Added “Sum” function of paid invoices
In the “Home” tab > “Invoices” > Addition of the “Paid” button to view the total of invoices paid.
0
1
Schedule an email to be sent
Be able to prepare to send an email with a quote or invoice and send this email at a specific time
1
·
Qualified
6
Warn when entering a date greater than or less than 6 months from today's date
Today, I entered payments with dates on 13/01/2025 instead of 13/01/2024. I would have liked to have had a warning message.
0
1
Acquittal
Good morning All bill payment information must appear on the pdf invoice: transfer number, check number, bank...
0
1
Show product images/photos in quotes and invoices
For a better presentation of the documents to customers, it would be nice to see in the documents the image, sketch or diagram that is attached to the article.
1
·
Qualified
89
Add a trash can
I mistakenly deleted an estimate during the writing process, in this specific case a trash can would have been very practical for me to avoid starting from scratch.
2
·
Qualified
7
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