Proposals and Estimates live under Payments

Proposals and Estimates live under Payments

Software Updates

September 22, 2023 ● 2 min read

Buy Now Pay Later For Ecommerce

There’s a new update: New Payment Feature Enhances Proposal and Estimate Management

Our latest update introduces an enhanced Payments feature that revolutionizes the way you create and manage proposals and estimates. This feature is designed to empower users with an intuitive and versatile document builder, ensuring a seamless experience for crafting detailed service outlines and cost agreements. Here are the key benefits for users:

What’s New:

Improved Document Builder

Our versatile document builder now empowers users to create detailed outlines of services or generate concise cost agreements. You can easily incorporate various elements like text, images, videos, tables, and more into your proposals and estimates.

Doc

Digital Signatures

We’ve introduced digital signature support, making it easier than ever to formalize agreements within your documents. This adds a professional and legally binding touch to your communication.

signature

Document State Management

Keep track of your documents’ progress with distinct states such as “Draft,” “Waiting for Others,” and “Finalized.” This simplifies the management of ongoing negotiations and helps you stay organized.

Document Filters

Quickly find the documents you need by filtering based on date range or document status.

Status

Benefits to Users:

  • Efficiency: Our enhanced feature simplifies the process of creating and managing proposals and estimates, saving you valuable time and effort.

  • Professionalism: Digital signatures add an extra layer of professionalism and trust to your business communication.

  • Organization: With document state management and filters, you can easily keep track of your documents and their progress.

  • Versatility: The document builder allows you to create documents tailored to your specific needs, whether you’re providing a detailed proposal or a simple cost estimate.

  • Transparency: By offering a clear overview of document status and modifications, you can maintain transparency in your business relationships.

We believe that these updates will significantly improve your experience with Payments, making it an even more comprehensive solution for professional business communication. Feel free to explore these new features and let us know if you have any questions or feedback. Your success is our priority!

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