SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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Payment Plans for Estimates

Payment Plans for Estimates

Payment Plans for EstimatesRaichel.ai
Published on: 14/05/2025

Payment plans help you be more flexible with customers while improving your cash flow. And estimates help you create a clear picture of the cost of acquiring your services. So, to make things smoother, we’ve combined both features!

Product Payment Invoice
Create Draft Estimates using Workflows

Create Draft Estimates using Workflows

Create Draft Estimates using WorkflowsRaichel.ai
Published on: 22/04/2025

Estimates 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!

Workflows and AutomationsProduct Payment InvoiceDocuments and Contracts
Estimate Activity Tracking

Estimate Activity Tracking

Estimate Activity TrackingRaichel.ai
Published on: 26/03/2025

Estimates help you move prospects into completing purchases and becoming customers. However, they are not an activity that you do alone. So, to help you keep track of views and changes we’re glad to introduce live Estimate activity tracking!

Workflows and Automations
Estimates Available in Contact Details

Estimates Available in Contact Details

Estimates Available in Contact DetailsRaichel.ai
Published on: 30/01/2025

Estimates are a great tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensure that all information is correct and this feature improvement will help you guarantee that!

Workflows and Automations