At Finli, we’re constantly working to provide you with the best tools to streamline your business processes. Today, we’re thrilled to introduce our latest enhancements: Invoice and Quote History Features, taking your document management to the next level!
Track Every Step of Your Documents’ Journey:
With our new Invoice and Quote History Features, you’ll have a detailed timeline of all the critical events related to your invoices and quotes. This comprehensive view includes when they were:
- Sent: Know exactly when you dispatched your documents to your customers.
- Viewed by Customers: This is where it gets exciting! See precisely when your customers opened and viewed your documents. No more guessing or uncertainty.
- Edited: Keep track of any modifications or updates made to your invoices or quotes.
- Approved: See when a Quote has been approved and be notified the moment your customers give their seal of approval on your pricing and project proposals.
- Paid: Track payments on Invoices and gain insights into your cash flow in real-time.
Businesses will be most excited about being able to see when their customer has opened and viewed an invoice or quote. Understand customer engagement like never before and make informed decisions based on the real-time interactions. Streamline your follow-up process with full visibility into your document history.
Finli’s Invoice and Quote History Features empower your business with unparalleled transparency, control, and customer engagement insights. No more uncertainty; you’ll know precisely where your documents stand and when they capture your customer’s attention.