Feature Release: Quotes and Invoices Quick Share Side Drawer

We’re thrilled to introduce enhancements to the sharing process for Quotes and Invoices in Formitize. This new update offers a more seamless user experience by reducing the number of clicks and simplifying the workflow.

Key Improvements:

1. New 'Send' Icon in Invoices and Quotes Grid

The grid now includes a new "Send" icon (paper plane) next to each item. Clicking this icon triggers the new share drawer to appear, saving time previously spent navigating multiple screens. Users can now send directly from this page.

2. New Share Drawer for Invoices and Quotes

The share drawer slides in from the right when you need to send quotes or invoices, offering three sharing methods:

Send by Email

Send by Message

This feature enhances usability by allowing users to send quotes or invoices without leaving the main screen.

Other Features:

Link Sharing: A sharing method that provides a direct, shareable link for customers to view their invoice online. Includes a "Copy Link" button for quick access and a prompt for setting up online payments.

QR Code Sharing: This feature allows sharing the invoice using a QR code. Clients can scan the code to immediately access the invoice, enhancing ease of use and convenience. Ideal for use in physical or digital communication.

3. Enhanced Share Button on Invoice/Quote Creation Page

The Share button, previously buried in multiple clicks, now immediately opens the share drawer, reducing workflow steps and improving efficiency.

How It Works:

Quick Access from Accounts Page: Access the send option directly from the Invoices/Quotes grid using the new paper plane icon.
Streamlined Sharing Options: Easily share via email or SMS message without leaving the current page.
Improved Workflow Efficiency: No more navigating between multiple screens; all sharing options are now consolidated into the new drawer.

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Benefits:

Increased Productivity: The streamlined process reduces time spent on routine sharing tasks.
User-Friendly Navigation: The redesigned workflow improves usability and ensures team members can quickly send invoices and quotes.
Future-Proofing: This update is part of a larger effort to improve Formitize’s overall user experience, keeping users' needs in mind.

Future Updates:

We are continually working to optimize this process further, ensuring the smoothest possible experience for your team.