We redesigned the PDF Export in Sales app:
- New field in Quote or Invoice to indicate if the Sales Tax is included or not .
- A custom message can be included when sending the Quote or Invoice by Email
- Create Packing Slips and export/print the PDF.
New PDF Export Settings:
- custom footer.
- page numbers are added if the PDF has multiple pages
- Use your custom logo and sales person contact info
- option to display table grid or not
- you can select some contacts custom fields to be displayed in the Quote PDF below the Quote #
- the new PDF export works with Android and Web interface.
- Make sure you install the latest version of Upvise Pro CRM from Google Play
- The iOs version will be available in a few week