We are excited to introduce a new enhancement designed to bolster the flexibility and functionality of your business transactions: the ability to add attachments to estimates and invoices.
This feature allows you to attach up to 10 files, with a total file size limit of 20MB, to an estimate. These attachments can come in various forms such as specifications, terms, or visual materials that will accompany the email to your clients. This new capability is seamlessly integrated into:
This enhancement ensures you can send a comprehensive package, enhancing client understanding and reducing unnecessary exchanges for further details.
Using this new feature is straightforward:
Upon sending, clients will receive these important documents as part of their email communications.
Please note that attachments are included only when the invoice is initially sent and not during scheduled follow-ups.
This feature was developed to streamline the exchange of detailed documents, to enhance professionalism, and to clear up communication with your clients. By providing a fuller package, you minimize the risk of lengthy back-and-forth communications, ultimately saving both time and effort.
Looking ahead, we plan to introduce:
We are committed to continually improving our offerings to better support your business needs.
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