Due to customer demand, we’re now reviewing the idea of adding a CRM plugin to ProWorkflow. We think it’s a good fit for the ProWorkflow app and our users needs so have your say and help us get this done right .
So who wants a CRM Manager?
If you are [...]
1. Copy Settings between Quotes and Invoicing
We have added the ability to copy the settings from Invoice to Quotes (or vice versa). If you have both plugins (Quotes, Invoicing) you’ll be aware they each have a separate setup section. Now users can simply copy the settings between the sections.
This is much quicker if updating payment [...]
Continue reading about We’ve released some great updates to Quotes and Invoicing
ProWorkflow can integrate with QuickBooks to synchronize invoices. We recently discovered a small problem with really long company and client names. If they were too long, the invoices wouldn’t send to QuickBooks.
Some info about the QuickBooks character limit on the ‘Company’ or ‘Client Name’ field
Previously the QuickBooks (QB) character limit on these fields meant [...]
Continue reading about QuickBooks Connect Update! – We’ve just sorted a small annoying issue.
