Créer un Nouveau Modèle Les entreprises pourront désormais créer des modèles de propositions et d’estimations. Cela permettra l’envoi rapide et facile de documents et permettra également d’envoyer automatiquement le document dans un flux de travail en utilisant les mêmes modèles créés. Convertir en Modèle Les utilisateurs pourront convertir tout document existant en modèle en utilisant ..
Category : Payments
Le support des champs personnalisés dans l’éditeur de documents et de contrats CRM est une véritable révolution pour les entreprises. Il permet l’ajout de champs de texte flottants dans les documents, offrant un niveau de personnalisation et de flexibilité auparavant inatteignable. Cette fonctionnalité est essentielle pour les entreprises qui nécessitent une collecte de données précise ..
Avoir toutes les transactions de la section Adhésion dans la section Paiements permet d’obtenir une vue consolidée de tous les produits et de suivre tous les paiements en un seul endroit. Transaction : Toutes les transactions de la section Adhésion peuvent désormais être effectuées dans la section Transactions sous Paiements. Les utilisateurs pourront également filtrer ..
Having all transactions from the Membership section in the Payment section helps with a consolidated view of all products and the ability to track all payments in a single place. Transaction: All transactions in the Membership section can now be done in the Transaction section under Payment. Users will be able to filter these transactions ..
Custom field support in the CRM’s Document and Contract Editor is a game-changer for businesses. It allows for the addition of floating text fields in documents, enabling a level of customization and flexibility previously unattainable. This feature is crucial for businesses that require precise data collection and wish to provide a seamless document completion experience. ..
Create a New Template Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created. Convert to Template Users will be able to convert any existing document created into a ..
Introducing ACH Debit as a Payment Option for Invoices Now ACH Direct Debit is available as a payment method for one-time invoices, Text2Pay links, and recurring invoices, including auto-payments. Key Information: Availability and Pricing: Payment Flow for ACH Direct Debit: Settlement Timing and Transaction Failures Verification and Mandates FAQs: Can leads enter bank details manually? ..
Introduction to the “Compared At” Feature The “Compared At” feature is a significant enhancement to our CRM’s e-commerce functionality. It allows business owners to easily display the original prices alongside the discounted prices of their products. This feature is especially beneficial for: How to Utilize the “Compared At” Feature Implementing the “Compared At” option is ..
The Benefits of Integrating an Online Store Before diving into the setup process, let’s explore the advantages this feature brings to your business: Step-by-Step Guide to Setting Up Your Online Store Setting up your online store is a straightforward process. Follow these steps to get started: Create and Configure Products: Activate Your Online Store: Track ..
Importing Stripe Products Import Stripe Products It’s crucial to be aware that when importing products into Stripe, only those designated as Recurring / Subscription plans are eligible for import. Unfortunately, one-time prices cannot be imported through this process and must instead be created directly within the system. This distinction is essential for maintaining an organized ..