This webinar will discuss the new features added in the June 15th Release v535 to Pro Cloud:
Streamlined Client Documents: Proposals and Invoices
Time saving, efficient, professional client communication

  • Documents will open in a browser as a pdf file (same as reports)
  • Sending of documents has been enhanced by:
    -bringing the send button to the main window
    -the ability to send multiple documents at one time
  • Review and Send Feature
  • Send Status Feature
  • Simplified proposal creation with removal of accept or reject step
  • Proposal History
  • Payment Links