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Dynamically Assign Fillable Fields in Workflows

Dynamically Assign Fillable Fields in Workflows

Dynamically Assign Fillable Fields in WorkflowsRaichel.ai
Published on: 16/01/2026

Documents & Contracts templates help you easily manage agreements with customers; they also provide the space for your team members to fill out their information when needed. Now, you can use workflows to assign these fields dynamically. Let's check how.

Workflows and AutomationsProduct Payment InvoiceDocuments and Contracts
Customize Invoice Layouts

Customize Invoice Layouts

Customize Invoice LayoutsRaichel.ai
Published on: 02/10/2025

our invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

Product Payment InvoiceDocuments and Contracts
Add Photos to Estimates

Add Photos to Estimates

Add Photos to EstimatesRaichel.ai
Published on: 26/09/2025

Images help your product storytelling and customer retention more than any paragraph can, giving customers a tangible idea of what they will be getting once they purchase the product or service. So, we’ve added the option to include images in your Estimates to help you leverage that power. Come check it out.

Product Payment InvoiceDocuments and Contracts
Airtable Actions & Triggers in Workflows

Airtable Actions & Triggers in Workflows

Airtable Actions & Triggers in WorkflowsRaichel.ai
Published on: 23/09/2025

Airtable can create a database, add records, link tables to one another, collaborate, sort records, and publish views to external websites. So, if you’re a frequent Airtable user who’s starting with your CRM, leverage this update to keep them connected. Let’s learn how!

Workflows and AutomationsCRM and PipelinesIntegrationsDocuments and Contracts