Sales
Find everything here about setting up sales processes and quotations.
Approve online: The possibilities for customizationIt is possible to personalize both the digital signing button within the email correspondence and the quote portal itself.
Progress & Chance to scoreThe progress and probability on a sales trajectory indicate which phase the (potential) client is in within the sales process.
SourcesYou can specify a source for each sales process to indicate exactly where the lead originated from.
Setting Google Fonts on a quotation templateIt is possible to choose from all available Google Fonts and set these in your quotation template.
Copy a sales processIn this article you can read how you can copy a sales process
Name and Email Address for Sending Quotes and InvoicesYou can set the name and email address from which you send your quotes (and invoices) per company profile.
'Lost to competitor'You can indicate which competitor the sale was lost to in the case of a sale that was not accepted.