Do you currently accept payments using PayPal? Take advantage of connecting your PayPal account in your CRM. Visit the Integration section – located within the Payments tab – to gain access to payment credentials used to authenticate and give permission for payment data flows between your CRM and PayPal. With just one simple click, you ..
Category : Payments
Overview The first step in setting up a subscription payment page is to integrate Stripe with the CRM. This section will guide you through the process of connecting your Stripe account to the CRM. Detailed Steps Creating a Product Overview Once Stripe is connected, the next step is creating a product that you want to ..
Benefits of Multi-Recipient Signature Support The introduction of multi-recipient signature support in our CRM brings several key benefits: Step-by-Step Guide to Using Multi-Recipient Signature Support To take full advantage of this new feature, follow the steps outlined below: Assign Signatures: Primary Recipient: Signature Links: Tracking and Certificate: Troubleshooting and FAQs What if a recipient did ..
Benefits of Sharing Proposals & Estimates via Links Before diving into the how-to guide, let’s explore the advantages of using this feature: Step-by-Step Guide to Sharing Proposals & Estimates Accessing Proposal and Estimate Sharing: Sharing via Link: Personalized Links: Document Management: Practical Examples and Use Cases Imagine you’ve just finalized a project proposal and need ..
The first step in generating documents and contracts is to create a template within the CRM. This section will guide you through the process of setting up a template that can be customized and reused for various clients and projects. Detailed Steps Adding Signatures to Your Template Overview For documents requiring multiple signatures, it’s crucial ..
The currency selection feature is a significant enhancement aimed at eliminating the complexities associated with international transactions. By allowing businesses to choose and accept payments in the currency of their client’s country, this feature addresses a common pain point and streamlines the process of invoicing clients outside your own country. Primary Benefits: Step-by-Step Guide to ..
Enhanced Subscription Flexibility The introduction of coupon codes for subscription products marks a significant advancement in promotional strategies. This feature allows businesses to: Simplified Coupon Management Managing promotional offers is now more straightforward, thanks to the CRM’s user-friendly interface. This section of the guide will walk you through the process of creating and applying coupons ..
Efficient Communication Invoicing CC BCC System Benefits Usage Why CC & BCC in Invoices Matters to Your Business How to Use CC & BCC in Invoices Accessing the Invoice Feature: Completing and Sending the Invoice: Adding CC/BCC to Invoices: By following these steps, businesses can leverage the CC and BCC functionality to ensure that all ..
Create invoice templates and automatically send an invoice in a workflow using templates Streamlining Invoicing with Templates and Workflow Automation This feature empowers businesses to effortlessly manage their invoicing process by using customizable invoice templates and automated workflows. Convert Template Templates Page Workflow Integration Seamlessly integrate templates into your workflows using the “Send Invoice” action. Workflow Action ..
How To Create A New Invoice Generate new invoices directly from your CRM to efficiently bill contacts for their purchases of your products and services. This seamless integration streamlines the billing process, allowing you to manage customer relationships and financial transactions with ease, ultimately enhancing your business operations. Creating New Invoice To create a ..