Request A Feature

i want to add automation. e.g. on lead entry, one whatsapp message should go the lead number. smilarly on mect day, 3rd day, 5th day , whatspp message should go automatically. I have wait.io , but your software is not compatible with wati.io or any other whatsapp api

Option to add logo watermark on invoices.

I would like to request the addition of a search bar to the invoice dashboard. This feature would greatly improve usability by allowing users to quickly locate invoices based on specific criteria such as reference numbers/names, item names and other relevant details. Having this search functionality will enhance efficiency, especially when dealing with a large volume of invoices, and streamline day-to-day operations.

I would like to suggest a feature enhancement for your consideration: A Tier Pricing function — which would allow us to set different pricing levels based on customer type (for example: Distributor, Reseller, End-user, Key Account, etc). This would greatly help us to: Apply the correct pricing automatically based on customer profile Save time from manually editing each quotation Maintain consistent pricing structure across the team I believe this feature will be useful not only for us but for many other businesses who manage multiple customer segments. Thank you for your attention, and I hope your team can consider this for future development. Looking forward to hearing your feedback!

my account delete

Mathura

We Bill to One Organization Some times we have different Contact Point or Different Location Now I create each as a different Contact. I will be great to seslect Organization and then select the contact we want to send the INV/ Quote/ etc to