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Estimates: Auto-Invoicing post acceptance

What’s new? Users can now enable sending invoices post-acceptance in estimates Additionally, users can allow direct payments where receivers will be redirected to the invoice immediately after accepting the estimate How to use it? Go to Payments -> Estimates or...

Introducing Dynamic Countdown Timer!

What’s New: Introducing a Contact-Specific Countdown Timer that personalizes the timer for each contact based on events like email sent or opened. Key Benefits: Personalized Timers: Each contact’s timer can expire based on when they receive or open the email (e.g.,...

Automate Tagging Based on Campaign Interactions

Adding tags based on interactions with email campaigns was difficult, limiting personalization and effective targeting. What did we do? Automatically add tags based on user interactions (e.g., link clicks, email opens) by configuring the rules in the send or schedule...

Invoices: Now supports Bank only transfers

What’s New? Enhanced Payment Method Configuration Global and Local Settings: Configure preferred payment methods globally for all invoices or customize them at the invoice level. Per-Invoice Customization: Modify payment methods for individual invoices without...

Attachments in Estimates & Invoices

What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate. Attachments provide flexibility to include additional documents like specifications, terms, or visual materials. The feature...