Product Update for October 2017
All of the updates for October, plus some details on what's coming soon.
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We released a few small updates in October that we'd like to let you know about.
Prepare proposals for signing, without sending the client an email
You can now make proposals ready to sign without having to email your client. To do this just choose "Move to Awaiting Acceptance" instead of "Send to Client" from the proposal Actions menu.
QuickBooks: Let clients know when automatic payments are set up
We've made a small change to QuickBooks invoices created by Ignition.
If payment is being collected automatically through Ignition, the invoice will now contain a note informing the client.
We've heard that clients will sometimes mistakenly pay invoices twice when automatic payments have been set up. This change should help clear up those problems.
What's next?
We're working on automatically sending invoices to clients, and adding a new integration with Zapier.
