We’ve rolled out powerful new updates designed to make your workflow faster, simpler, and more flexible. These improvements are built to reduce repetitive work, help you stay consistent across documents, and make it easier to communicate with your clients.
Whether you’re creating invoices, sending quotes, or managing leads, these features are designed to save you time and streamline your day-to-day work.
✨ What’s New
📄 1. System Templates (Invoices, Quotes & Lead Forms)
System Templates allow you to quickly create professional invoices, quotes, and lead forms using pre-built layouts.
Instead of building documents from scratch every time, you can now start with a ready-made structure that already includes the essential fields and formatting.
🔍 How it helps you:
Speeds up document creation by removing manual setup
Ensures consistency across all your invoices, quotes, and forms
Reduces errors by using standardized formats
🛠️ What you can do:
Use templates as they are for quick creation
Customize fields, branding, and content to match your business needs
Save time when creating repetitive documents
Learn more here what type of templates you can create and How To Create Templates
🔗 2. Shareable Quote Links
You can now share quotes with your clients using a direct link instead of sending files or attachments.
Once a quote is created, simply generate a shareable link and send it to your client. They can open it instantly in their browser without needing to download anything.
📋 How to copy the link:
Go to your Templates tab and select the Quote that you want to share
Click the copy icon beside the Quote link
🔍 How it helps you:
Makes it easier for clients to access and review quotes
Improves response times by giving clients instant access
🛠️ What you can do:
Share quotes via email, messaging apps, or SMS using a link
Allow clients to view quotes on any device
Reduce friction in the approval process
🧩 3. Copy & Customize Templates
This feature allows you to duplicate any existing template and modify it to create a new version tailored to different needs.
Instead of recreating similar templates repeatedly, you can now copy an existing one and adjust only what’s necessary.
📋 How to Copy a Template
Go to your Templates tab
Find the template you want to copy (Invoice, Quote, Contract, or Lead Form)
Click the ⋯ (three dots) on the right side of the template
Select 📋 Copy
Once copied, the new template will automatically appear in your Templates dashboard.
🔍 How it helps you:
Saves time by reusing existing setups
Makes it easier to create variations of the same document type
Helps you build a library of reusable templates for different scenarios
🛠️ What you can do:
Copy any invoice, quote, contract, or lead form template
Edit fields, layout, and content as needed
Maintain multiple versions without starting from scratch
⚡Make the Most of These Updates
These updates are designed to help you work more efficiently, stay organized, and deliver a smoother experience to your clients.
🙋 Need Help?
If you have any questions or need assistance, our support team is always here to help you get the most out of these new features. Contact us at [email protected].