SYSTEM UPDATES, NEW FEATURES, AND IMPROVED TOOLS

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Choose Currency When Creating Estimates and Proposals

Choose Currency When Creating Estimates and Proposals

Choose Currency When Creating Estimates and ProposalsRaichel.ai
Published on: 06/02/2024

Our 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.

Workflows and Automations
Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & Proposals

Upload PDF Support For Contracts & ProposalsRaichel.ai
Published on: 29/01/2024

Implementing this upgrade transforms your document management process, offering unparalleled customization and efficiency in handling proposals, estimates, and legal signatures within our CRM.

Documents and Contracts
Floating Signatures Live for Proposals Estimates Contracts

Floating Signatures Live for Proposals Estimates Contracts

Floating Signatures Live for Proposals Estimates ContractsRaichel.ai
Published on: 11/01/2024

Exciting news for our CRM users! Our latest update revolutionizes the proposal and estimate system by introducing a flexible signature placement feature, empowering business users to customize documents effortlessly and address specific alignment challenges in contracts, directly responding to user feedback for a more intuitive experience.

Documents and Contracts
Send Proposals & Estimates with a Link

Send Proposals & Estimates with a Link

Send Proposals & Estimates with a LinkRaichel.ai
Published on: 20/12/2023

Introducing 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.

Documents and Contracts