Payaca updates
Payaca updates
payaca.com

Calendar - Link an event with a deal

 

Improvement

  

When creating or editing events, you can now search from your deals and select a deal to link to that event.

If you link an event to a deal, you'll be able to see that event on the 'Schedule' tab when viewing the deal.

Screenshot 2021-11-19 at 09.26.19.png

Dashboard view collects key information in one place

 

New

  

Payaca's new dashboard view is all about making your life easier and collecting key information in one place, allowing you to…

  • See how your business is doing at-a-glance
  • Have visibility of upcoming events in your calendar
  • Quickly see which proposals, invoices and payments require your attention

Screenshot 2021-11-16 at 10.35.02.png

Calendar and scheduled events!

 

New

  

We've released the first version of the Payaca calendar, where you can create events, relate them to specific deals and assign users to them.

Watch a demo here

image.png

image.png

New web version released!

 

New

  

We've released a brand new version of our web application. It's faster, smarter and keeps all your proposals and invoices for a job in order under a "deal". Very soon we'll release our calendar and scheduling feature so you can easily manage your team 🎉

image.png

Choose which contact will receive a specific communication

 

New

 

 

Now you can select which customer contact you would like to receive communications.

image.png

Select multiple files at once to add quote/invoice attachments faster

 

New

 

 

Thanks to Dan Tripp for suggesting this improvement!

Job filters are now saved!

 

New

 

Improvement

 

 

Status and assigned user filters will now be retained when changing pages, thanks for the idea Dan Tripp! image.png

We'll give you a warning when bulk deleting jobs

 

Fix

 

 

image.png

Now you can know when you go offline!

 

Improvement

 

 

image.png

Never lose unsaved work again with autosave!

 

New

 

 

Changes made to quotes and invoices will autosave as you go. On top of this, our quote/invoice building pages have a new look!

Screenshot 2021-08-18 at 12.23.25.png