With this update, you will now be able to assign invoices and estimates to specific sales agents. 

This will allow for more efficient tracking of sales and better management of financial operations. Each sales agent will only have access to invoices and estimates that are relevant to their specific sales efforts and assigned to them.

In addition, your team members can now create their own invoices and estimates, giving them more ownership and control over their sales. This will empower them to manage their sales more effectively, streamlining the entire process 🤩

Previously, in order to access invoices, team members had to have the "View Invoices" permission turned on, which granted them access to all invoices in the system. However, with this update, if the "View Invoices" and "View Estimates" permissions are turned off for a team member, they will only be able to view invoices and estimates that are assigned to them or that they are the owner of. If these permissions are turned on, they will have access to all invoices and estimates in the account. 

This new feature allows for more control over the financial aspect of your business, helping you keep track of your team's sales and financial operations.

You can assign the invoice or estimate to a sales agent from the settings panel on the right when creating/editing an invoice or estimate. 

Previously, when an estimate was accepted, the invoice would be shown to the client immediately for payment. We heard feedback from many of you that this caused confusion and was not the most efficient workflow for the estimate approval process.

We've listened to your concerns and made a change to give you more control over when invoices are shown to clients 🤩

When you create or edit an estimate, you will now find a new checkbox that allows you to choose whether you want to show the invoice to the client immediately or later. 

This will give you more flexibility and streamline the approval process 🎉

Also, when an invoice is generated from an estimate, all the information from the estimate, including your branding and theme color, will be synced to the invoice automatically.

As of now, all three types of financial documents - invoices, estimates, and subscriptions - use the template chosen in the finance settings for PDFs and Public Views instead of the default template/view. This means that you can maintain consistent branding and presentation across all of your financial communications, which can help improve your business's professionalism and clarity.

Not only will this make it easier for your customers to understand and trust your business, but it will also simplify the process of managing your finances. 

No more worrying about conflicting branding - everything is streamlined and cohesive with this update. To check it out, 

• Go to Finance > Estimates.
• Click the 3 dots menu for any estimate.
• Click View as Client.

You can do the same for Subscriptions.

I am thrilled to announce a major improvement to Agiled that has been a long time coming: all amounts are now formatted based on your chosen currency or locale! Our team has worked hard to make this feature a reality, and we are excited to finally make it live today.

This means that if you are using USD, the amounts will be displayed in the standard USD format (e.g. $1,000.00). If you are using Euro, the amounts will be displayed in the standard Euro format (e.g., €1.000,00). This change applies to all View/PDFs in Agiled.

Please note that you will still need to use a simple numeric format without any symbols when inputting amounts. For example, if you are entering an amount of $1,000.00, you would enter 1000 rather than $1,000.00 or 1,000.00.

We have some fantastic news to share with you! We have just made a major improvement to the Contacts and Accounts Import feature that will make your life so much easier 🤩

From now on, you can assign contacts and accounts to sales agents using their email. No more searching for IDs using our API - just add the sales agent's email to the CSV and map it to the "Sales Agent Email" field. We'll take care of the rest and make sure the contact or account is assigned to the correct sales agent.

Importing your contacts and accounts is now a breeze. Simply follow these steps:

1. To import contacts, go to CRM > Contacts. Click on the 3 dots menu in the top right corner and select "Import".

2. Download the sample file and add your data. Follow the instructions on the screen to ensure your file is properly formatted.

3. Once your file is ready for import, upload it and click "Next".

4. Map the right columns, and you're done!

To import accounts, follow the same steps but go to CRM > Accounts instead.

All dates should be entered in standard US format (mm/dd/yyyy).

We hope this update will make your experience with Agiled even more efficient and user-friendly.