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Accessible for all staff
Account security
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Apply credit notes
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Bill in any currency
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Filter by date
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Invoice and quote PDFs
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Let clients accept quotes
Limit to own work
Menu and invoice settings
Multiple taxes per item
Notification bell
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Online enquiry forms
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Priority and pinning
Private notes
Progress boards
Proposals
Quote builder
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Rename any section
Roles and access
Run several companies
Sales stages
Saved text for quotes
Search names and numbers
See team edits live
See what customers see
Setup for your trade
Share tasks by link
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Show documents to clients
Sign out other devices
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Step-by-step setup
Stop password guessing
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Team messages and groups
Team tasks
Track customer refunds
Track document expiry
Track every enquiry
Track invoice payments
Turn leads into customers
Turn quotes into invoices
Two accounts, one browser
User IDs for staff
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Your name and photo
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Features
Let clients accept quotes
Let clients accept quotes