Agiled Change Log

Categories
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  • New feature
  • Improvement
  • Fix
  • Maintenance
  • Announcement
  • Coming soon
   
Categories
  • Categories
  • All
  • New feature
  • Improvement
  • Fix
  • Maintenance
  • Announcement
  • Coming soon
New feature
2 years ago

🎉 Introducing the New Docs Experience in Agiled! 🚀

We're excited to announce a brand-new feature in Agiled that will make creating contracts and proposals easier than ever!

 

Say hello to the New Docs Experience 🌟 – a powerful, user-friendly tool designed to streamline your Doc creation process.


Here's what you can expect with the New Docs Experience:

  • Drag-and-drop builder: Creating professional-looking documents is now a breeze. Simply drag and drop elements to craft the perfect contract or proposal. 🖱️
  • Auto-save feature: Never worry about losing your work again, as our auto-save feature ensures your progress is always saved.
  • Templates and merge tags: Save time with pre-built templates, and personalize your documents with merge tags.
  • Multiple signatures and widgets: Add multiple signatures, images, text, headings, initials, input fields, and date fields effortlessly.
  • Save as template: Turn your custom documents into reusable templates for future use.
  • Design customization: Add cover pages, change block colors, and choose from various layout options to make your documents stand out. 

 

Ready to give the New Docs Experience a try?

Improvement
2 years ago

Appointment Toolkit is no more!

The Appointment Toolkit is no more, but for good 😁


We have recently rolled out some major changes that will make scheduling appointments and events a breeze for you. Here's what you need to know:

  1. Appointment Toolkit has been replaced by Events now. Appointment Type has become Event Type, and Appointments have become Events.
  2. You can now find Events in Productivity > Events.
  3. All your events will be shown there, whether with your team, leads, or clients.
  4. To see the events on the calendar, you can click Event Calendar.
  5. To create an event, click Create Event, and we will ask you if you want to create this event with your team or client.
  6. Like before, your clients/leads can schedule meetings with you from your Event Type/Event Booking page.
  7. You can now customize your brand color for each of your Event Types.
  8. Also, your company logo and profile pic are now shown on your booking page for added personalization.
Improvement
2 years ago

Deals Improved

Here is a lowdown on our recent upgrade to the deals feature.

✅ First, we've changed the default view to the Pipeline View, which is much more visual and user-friendly. This means you can see where your deals are in the sales process at a glance.

✅ You can now drag and drop deals between different stages, a real game-changer. This makes it much easier to manage your sales pipeline and saves you time.

✅ With the new dropdown feature, you can change the pipeline you view in just one click. This makes it easier to navigate your sales pipeline and stay organized.

✅ Customize your pipelines and lists with a range of colors. This is great for personalization and makes it easier to differentiate between them and find what you need at a glance.

✅ You can now add pipelines and stages on the go using quick creates when creating or editing a deal. This is a huge time-saver and makes it easier to organize your sales pipeline in real time.

✅ Last but not least, we've introduced a dedicated view for deals, where you can add notes, meetings, files, and other important information related to the deal. This is a fantastic way to stay organized, keep track of all your deal-related information in one place, and ensure you never miss a beat.

Improvement
19 February 2023

Subscriptions Made Available in Teammate's Portal 🥳

We've made subscriptions available in your teammates/employees portal! 🎉 That means your teammates can now create and manage subscriptions for you. This will save you loads of time and make managing subscriptions a breeze!

But we know that some of you may not want to give your teammates access to this feature. No worries! You can easily turn off the module for employees/teammates in the settings > portal settings > teammate portal. You can manage permissions for the module in settings > roles and permissions.


Improvement
2 years ago

Better Invoices Management 🥳

Super excited to announce that we have rolled out some significant improvements to the invoices section! 🎉

Your recurring invoices are now shown in a separate tab, so you no longer have to search through a long list of invoices to find the recurring invoice you're looking for. You can go to the Recurring Invoices tab, find your invoice and make desired updates to it.

We understand how important it is to have a clear and organized invoicing system, and this new feature will make your life a whole lot easier! 💼

In addition, the invoices table now shows you if the invoice is related to a subscription or a recurring invoice in the "Related To" column. This will give you a clear understanding of what each invoice is for, making it easier for you to manage your finances. 

We are constantly working to improve the Agiled's experience for you, and these improvements are just the beginning. Our goal is to help you reach your goals faster and more efficiently.

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