Agiled Change Log

   
New feature
18 September 2020

Introducing Brand New Proposal Builder & Proposal Templates

We are thrilled to announce our new easy to use proposal builder. Win more business for a40 by creating professional proposals. With Agiled's new proposal builder, it is now easier than ever to create proposals.

400+ Block Templates

We have more than 400 ready-made blocks that you can drag and drop on the proposal instantly and edit them as you like.

You can change background colors, spacing, position, borders, corners, and lots of other things for the blocks.

Add Live Chat To Proposals

Add Live Chat to your proposals and discuss the proposal with your clients. You can add any live chat software to your proposals. You need to copy and paste the chat code, and we will do all the heavy lifting for you 😉

Proposal Templates

Get started with 4 Proposal Templates created by Agiled's Team. We will keep adding more and more templates. In fact, we are working on a proposal template gallery for you.

Digital Signatures

Get your proposals digitally signed by your clients or prospects with Agiled's Digital Signatures.

P.S: In case if you missed, our Reseller Program is live and you can apply for it here. Stack as many codes as you want and resell Agiled to your clients

Announcement
01 September 2020

Introducing Agiled Reseller Program

We are pleased to announce that Agiled Reseller Program is now live.

You can now stack codes to your reseller portal and sell Agiled to your clients or customers as a white-labelled solution. 

You can apply for the Reseller program if you are on the Business or AppSumo Plan.

To apply for the reseller program, you can go to the Reseller Program page and fill the form.

If you have already filled the form, you will receive your reseller account confirmation soon. 

If you are an Agency Owner, you can buy as many Agiled codes as you want and stack them in Reseller Portal.

You can then create as many subaccounts/companies as you want. Apply AppSumo Codes to your client's account and charge them monthly as much as you want. You don't need to pay us anything ever after.

You can stack as many codes as you want in your reseller account or your client's account.  There are No limits.

Excited? Let us know your thoughts :wink:

 

Learn More About Reseller Program

Improvement
25 August 2020

Update: Changes in Roles and Permissions Settings 🔒🔑


We have applied a few updates to the roles and permissions system to make it simpler and better. Based on user feedback, we realized it's a bit confusing for users, so have updated the system to counter those confusions.

Here are the changes,

In case of Leads, Projects, Tasks, Attendance, Leaves, Holidays, Events, Tickets and Expenses, if the module is ON in portal settings, employees/teammates can access their own data like leads, projects, tasks, tickets assigned to them, their own expenses, attendance, leaves, upcoming holidays and events without any permission.

It's like by Turning On the module, you have already given them permission to view their own data. 

If in case, you want to give permission to View All Leads, Projects etc. to some role, you can turn on the View Permission for leads, projects etc. for that particular role and users under that role will be able to see all the leads, projects etc. 

For other cases, where there is no default data/access for users, like Invoices, Clients, Notices etc, you will have to Turn On the module in portal settings as well as give View Permissions to the role in order to enable users under that role to access the data.

We hope that it will make it less confusing and easy to handle.

For more details, please refer to this article.

New feature
22 August 2020

Close More Sales With Lemlist Integration

We are very happy to announce that we have released native integration with Lemlist. You can now sync your leads in seconds with Lemlist integration.

You can import leads from Lemlist Campaigns to send them proposals OR you can send leads from Agiled to Lemlist campaigns to send them personalized cold emails at scale. 

Learn More About Lemlist Integration

You can follow these steps to setup Lemlist integration.


New feature
15 August 2020

Introducing Login Page Customization

We are very happy to announce that after valuable feedback from our community we have introduced Login Page Customization for Client Portal.

You can now completely customize your login screens according to your business.

Here are the things you can customize. 

  • Logo
  • Logo Background
  • Background Image
  • Custom Text
  • Action Button 
  • Favicon
  • A lot more with Custom CSS

Click on the button below to learn more about Login Page Customization. 

Get creative and design your login pages to impress your clients 😉.

Learn More About Login Page Customization