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April 1, 2021
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System
Accounting
Sales
Purchasing

PDF Design Updates

Invoicing
Quotes
Sales Orders
Purchase Orders

You've likely run into a job that seemed straightforward on the surface only to have it turn out to be far more complex than they appeared. These PDF updates were that type of a job for us, so we're excited to finally get them to you!

We've updated our PDFs to be cleaner and clearer starting with quotes and sales orders. Expect updates to all pdfs in the next couple of weeks. We've added the ability to update the legal and notes sections, and we're in the process of adding more customization options for you to do on your own. In the short term, reach out to your launch team member if you'd like to make color changes to the document.