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Raichel.aiEstimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!
Raichel.aiAttachments provide flexibility to include documents like specifications, terms, or visual materials. Your Invoices and Estimates are no exception. You can now attach up to 10 files, which will be sent in the email notification along with your Invoice or Estimate.
Raichel.aiOur CRM now enables businesses to send proposals and estimates in any preferred currency, allowing users to choose and accept payments using invoices in the currency of their client's country. This eliminates the need for businesses to define currency, addressing a significant pain point when invoicing clients outside their own country.
Raichel.aiIntroducing an exciting enhancement to our CRM's proposal and estimate feature, now offering the convenience of sharing your documents via customized links. This new capability not only expands your communication options beyond email but also allows for individualized links, streamlining document sharing and management, making it easier than ever to collaborate with your clients and prospects.
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