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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)
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
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
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
Have several IBANs for paying bills
To be able to enter several RIB (from several banks) and to be able to select the desired RIB (IBAN) on each invoice. Be able to register several bank accounts in order to offer a selection for customer transfers
1
·
Qualified
35
Edit recorded payments
Following the payment of an invoice and the registration of a payment, be able to modify information such as the date and the amount of payment.
2
·
Qualified
21
Be able to delete multiple drafts in one click
It is possible in the documents tab to make a multiple selection, it would be interesting to allow a deletion on a multiple selection in the actions. In my case, I would like to select all the drafts, and delete them in 1 single operation.
2
·
Qualified
6
Add a deposit automatically on all quotes
By creating the quotes, the deposit can be present on each of them without having to select it each time. Let it be called a “habit.”
1
·
Qualified
2
Create additional email templates
You must be able to create different email templates based on: Of the type of document Of the customer type Articles from the document A payment receipt confirmation template is also required.
4
·
Qualified
25
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