2024-06-20 New Preview Features for Finance Documents and Email Templates

Finance Document Preview:

    • We've added a preview option for finance documents, allowing users to view invoices and other documents before sending them to clients.
    • This feature ensures that users can verify the contents and format of the document, reducing errors and enhancing customer communication.

Email Template Preview:

    • Introduced an email template preview.
    • Users can now preview email templates before sending, ensuring that the email content and layout meet their expectations.
Finance Document Preview

Email Template Preview



Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.