InFast

To be able to export the email addresses of the contacts of the best customers of the year: i.e. filter the x best customers over a defined period and retrieve their emails for emailing marketing.

Manage the habit of using the deposit percentage. If the quotes are made with the same% of deposit, offer it by default. If the field is not edited by hand but set by default only, add a message confirming the% of deposit when saving the quote.

To be able to cancel, validate or refuse a quote without having to open it. When you are on the “Documents” tab, be able to select 1 or more quotes (as currently to send them by email) to be able to change its status (their).

Allow the synchronization of customer information with the INSEE directory. Objective: quickly find customer information (SIRET number, address, name, etc.) in the database.

Manage additional types of documents in addition to quotes and invoices (delivery notes,/work order/work order/construction receipt/transport order/construction order) which consist of a version of the invoice without prices.

When creating items, it would be desirable to have the possibility of creating sub-items, which would greatly simplify the reading of the catalog.

When I need to export several documents, I have to download them one by one from the Documents menu. It would be easier to select several documents, and to be able to download them all at once.

Before, it was possible to print documents without downloading them. This feature was handy.

To be able to view the final document (printable version) without the need to download it.

From a finalized invoice, be able to click on the customer's name and/or icon to directly access their customer file.