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InFast
Tell us about features that would help you better manage your sales.
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New feature (142)
Improvement (136)
Anomaly (4)
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
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
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
Be able to change the currency on the documents
Be able to create quotes and invoices with currencies other than the euro such as Pound Sterling (GDP), Dollar (USD), Dirham (UAD), Qatari Riyal (QAR), CFA Franc (XOF), Franc Suisse
3
·
Qualified
77
Schedule and manage tasks and reminders
Have a schedule, agenda with a task manager to list the various tasks or interventions to be carried out during the week, month or year and to be able to automatically generate invoices based on calendar information. Example use cases: Management of cleaning and service schedules Boiler maintenance reminder for plumbers Follow-up of interventions in a calendar and conversion of events and tasks into invoices
3
·
Qualified
73
To be able to register the information of trade names and logos of the same company
For businesses that have several points of sale or multiple trade names. Have the possibility to save this information such as name, address, contact point, logo, in order to be able to select information quickly when editing a document.
3
·
Qualified
25
Have an automatic global discount per customer or per customer category
In the context of a wholesale importer activity, discounts are negotiated by customer. (or by customer category) He therefore wants to have a discount blocked and displayed automatically, depending on the customer and the negotiated discount. (a bit different from “Have different prices for an item depending on the customer's category”
3
·
Qualified
2
Connecting inFast to banks
Retrieve invoice payment statuses from bank data by ScanBank syncronization (bank reconciliations, link with payment by check or bank transfer) in order to mark invoices as paid.
4
·
Qualified
101
Create documents in a foreign language
Edit quotes, invoices in English or other foreign languages
2
·
Qualified
49
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