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great except when i want to email something sometimes the other party can't view it as a pdf. i dont get why. I want an option to save my new document in my own hard drive but can't figure out how to other than emailing it to myself. add that option or help me find it.
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2021-09-11
Enhance Your Invoicing with the Correct Quote in the Bill Feature
Stay on top of your billing with the Correct Quote in the Bill feature. This essential tool ensures your invoices reflect accurate quotes, helping you maintain trust with your clients.
Key Features
Integrates seamlessly with your existing invoicing system
Automatically updates quotes in your bills
Provides a clear overview of billing discrepancies
Supports multiple currencies and tax rates
Potential Use Cases and Benefits
Freelancers can ensure clients are billed correctly
Businesses can reduce disputes by aligning quotes and invoices
Project managers can simplify approval processes with accurate billing
Accounting teams can streamline financial reporting
This feature addresses a common issue: miscommunication in billing. By linking quotes directly to invoices, you prevent errors that lead to payment delays and misunderstandings. You can provide your clients with clearer, more consistent documents, enhancing their experience and your professional reputation.
#1 usability according to G2
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