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:
Ready to give the New Docs Experience a try?
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:
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.
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.