Saptivo Knowledge Base
Table Of Content
- How do I send a proposal with a viewable link for customers?
- How do I create a new customer contact in our CRM system?
- How do I create a new customer in the CRM system dashboard?
- How to restrict a staff member's access to view all customers in the Saptivo CRM system?
- How can you register a customer in our CRM system?
- How can I generate a general customer report in the Saptivo CRM system?
- How can you export data from a customer's profile in our CRM system?
How do I send a proposal with a viewable link for customers?
Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.
Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.
Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal. Â
How do I send a proposal with a viewable link for customers?
Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.
Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.
Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.
How do I send a proposal with a viewable link for customers?
Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.
Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.
Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.
How to restrict a staff member’s access to view all customers in the Saptivo CRM system?
If you don’t want to grant VIEW permissions for a staff member to see all customers, you can assign that staff member as an admin to a specific customer/s.
Navigate to the customer profile in the admin area and click on the ‘Customer Admins’ tab. Please proofread for accuracy.
Click on the ‘Assign Admin’ button and select the member/s you want to designate as admins for this specific customer.
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Save the changes. The member/s you assigned will now have access to this customer, including the ‘Customer’ menu item, without requiring VIEW permissions for customers. Please proofread for accuracy.
How can you register a customer in our CRM system?
You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.
Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.
If customer registration is disabled, you will only be able to add customers from the admin area
The language dropdown indicates the language the contact will use while navigating the customers’ area.
It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.
How can you register a customer in our CRM system?
You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.
Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.
If customer registration is disabled, you will only be able to add customers from the admin area
The language dropdown indicates the language the contact will use while navigating the customers’ area.
It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.
How can you register a customer in our CRM system?
You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.
Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.
If customer registration is disabled, you will only be able to add customers from the admin area
The language dropdown indicates the language the contact will use while navigating the customers’ area.
It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.
Table Of Content
- How do I send a proposal with a viewable link for customers?
- How do I create a new customer contact in our CRM system?
- How do I create a new customer in the CRM system dashboard?
- How to restrict a staff member's access to view all customers in the Saptivo CRM system?
- How can you register a customer in our CRM system?
- How can I generate a general customer report in the Saptivo CRM system?
- How can you export data from a customer's profile in our CRM system?
How do I send a proposal with a viewable link for customers?
Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.
Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.
Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.
How do I send a proposal with a viewable link for customers?
Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.
Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.
Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.
How do I send a proposal with a viewable link for customers?
Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.
Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.
Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.
How to restrict a staff member’s access to view all customers in the Saptivo CRM system?
If you don’t want to grant VIEW permissions for a staff member to see all customers, you can assign that staff member as an admin to a specific customer/s.
Navigate to the customer profile in the admin area and click on the ‘Customer Admins’ tab. Please proofread for accuracy.
Click on the ‘Assign Admin’ button and select the member/s you want to designate as admins for this specific customer.
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Save the changes. The member/s you assigned will now have access to this customer, including the ‘Customer’ menu item, without requiring VIEW permissions for customers. Please proofread for accuracy.
How can you register a customer in our CRM system?
You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.
Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.
If customer registration is disabled, you will only be able to add customers from the admin area
The language dropdown indicates the language the contact will use while navigating the customers’ area.
It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.
How can you register a customer in our CRM system?
You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.
Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.
If customer registration is disabled, you will only be able to add customers from the admin area
The language dropdown indicates the language the contact will use while navigating the customers’ area.
It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.
How can you register a customer in our CRM system?
You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.
Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.
If customer registration is disabled, you will only be able to add customers from the admin area
The language dropdown indicates the language the contact will use while navigating the customers’ area.
It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.
Table Of Content
- How do I merge invoices in the Saptivo CRM system?
- How can you configure automatic invoice overdue notices in our CRM system?Â
- How can you record an invoice payment in our CRM system?
- How to send an invoice as an email in our CRM system?
- How to set up a recurring invoice in the Saptivo CRM system?
- How to create an invoice in our CRM system?
- How to Export Customers' Invoices/Estimates/Payments to ZIP?
How do I merge invoices in the Saptivo CRM system?
Merging invoices is a feature in Saptivo CRM that allows you to combine/include already created invoices into one invoice by transferring all the invoice information to a new invoice. This feature is useful when your customer has other unpaid invoices, but you need to create an additional invoice for the customer, and you want to prevent them from paying multiple invoices. In this case, your customer will only need to pay one consolidated invoice.
To check if there are available invoices to be merged, you can find this information in different places:
- 1. When creating a new invoice: Available invoices to merge are displayed after selecting a customer. The system will check if there are invoices that can be merged into the one you are creating for the selected customer.
- 2. When previewing an existing invoice from the admin area: Available invoices will be shown at the top, and you can click on the edit button to take the necessary action.
- 3. When editing an existing invoice: Available invoices for merging are displayed immediately after entering the edit invoice area.
It’s important to note that you can only merge invoices with the following statuses: Unpaid, Overdue, and Draft. For example, if the invoice you are editing has a status of Partially Paid, you won’t be able to merge existing invoices into it unless they also have a status of Unpaid, Overdue, or Draft.
To merge invoices, when you create or edit an invoice, a message will appear at the top indicating if there are invoices available for merging
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You can merge multiple invoices by selecting the checkbox on the left side of the invoice number.
Once the checkbox is selected, the invoice items will be automatically added to your existing invoice that you are currently creating or editing.
Click ‘Save.’While editing/creating the invoice, the adjustment option is always available if you want to +/- the total amount.
Please note that if the payment is recorded via the admin area by a staff member (currently logged in), this staff member won’t receive an email.
- 1. Navigate to Setup -> Settings -> Cron Job -> Invoices.
- 2. Set up automatic overdue notices by adjusting the field ‘Automatically send a 3 reminder after.’ If you want to send the notice the same day the invoice is overdue, set it to 0; otherwise, adjust it according to your preferences.
- 3. The second field pertains to resending overdue notices based on the last notice date. To disable resending, set this field to 0.
Cancelled invoices are excluded from reports, and overdue reminders are disabled.
How can you configure automatic invoice overdue notices in our CRM system?Â
You can send invoice overdue notices either manually or automatically using a cron job.
For automatic overdue notices:
- 1. Navigate to Setup -> Settings -> Cron Job -> Invoices.
- 2. Set up automatic overdue notices by adjusting the field ‘Automatically send a 3 reminder after.’ If you want to send the notice the same day the invoice is overdue, set it to 0; otherwise, adjust it according to your preferences.
- 3. The second field pertains to resending overdue notices based on the last notice date. To disable resending, set this field to 0.
Cancelled invoices are excluded from reports, and overdue reminders are disabled.
- You will need a cron job configured for this feature.
- Expiration reminders will be sent only for proposals with the status OPEN and SENT.
How do you send a proposal to a customer or lead?
We assume that you have already created the proposal. Click on the mail icon on the right side and a popup with the preview email template will be shown.
You can include the proposal link inside the email template and let your customer view it without logging in. This is also useful for leads.
After you send the proposal, a lead/customer can open it and take actions such as accepting, declining, or making comments. The creator of the proposal and the assigned sales agent will receive notifications in the CRM and via email when the customer comments or accepts/declines the proposal.
How do you convert a proposal to an invoice or estimate in our CRM system?
- Navigate to the table and select the desired proposal.
- On the right side of the screen, a “Convert” button will appear. Click on this button.
- A menu will appear, prompting you to choose between “Estimate” or “Invoice.”
- Once you’ve made your selection, a popup will display with a preview of the information. Additionally, parsed items will be automatically inserted into the estimate or invoice.
- Review the information in the popup to ensure accuracy. If you’re satisfied with the result, click “Save.”
- After the conversion, the proposal will be automatically marked as accepted if it is not already marked as such.
- Note: If the proposal is associated with a lead that has not been converted to a client, you must first convert the lead to a client. Afterward, return to the proposal and proceed with the conversion to an estimate or invoice.
How do you export customer invoices, estimates, and payments to a ZIP file in CRM?
Go to the customer profile and click on the tab where you want to export data, e.g., invoices.
Select a status or just leave it as ‘All’ and click ‘Submit.’ All invoices based on your selected options will be added to a .zip file.
You can choose a start and end date, the date is based on the invoice/estimate/payment date.
Table Of Content
- How to create a proposal template in the Saptivo CRM system?
- How to set up and manage proposal expiration reminders?
- How do you send a proposal to a customer or lead?
- How do you convert a proposal to an invoice or estimate in our CRM system?
- How do you convert a proposal to an invoice or estimate in our CRM system?
How to create a proposal template in the Saptivo CRM system?
To simplify the proposal creation process in saptivo CRM, you can create predefined HTML templates that can be used every time a proposal is created.
Create Proposal Template:
To create a proposal template while viewing the contract, follow these steps:
- Click on the Templates tab.
- Click on ‘Add Template.’
- Enter the Template title for easy recognition.
- Use the editor to add predefined template content.
- Click ‘Save.'”
Insert Template:
Once you have created the template, you will be able to use and insert it into the editor content easily.
While on the Templates tab, for the template you want to insert, click the ‘Insert’ button. The template content will be automatically injected into the proposal editor.
You can send expiration reminders to the lead/customer assigned to this proposal. An email will be sent to the proposal email address added while you created/edited the proposal.
How to create a proposal template in the Saptivo CRM system?
To simplify the proposal creation process in saptivo CRM, you can create predefined HTML templates that can be used every time a proposal is created.
Create Proposal Template:
To create a proposal template while viewing the contract, follow these steps:
- Click on the Templates tab.
- Click on ‘Add Template.’
- Enter the Template title for easy recognition.
- Use the editor to add predefined template content.
- Click ‘Save.'”
Insert Template:
Once you have created the template, you will be able to use and insert it into the editor content easily.
While on the Templates tab, for the template you want to insert, click the ‘Insert’ button. The template content will be automatically injected into the proposal editor.
You can send expiration reminders to the lead/customer assigned to this proposal. An email will be sent to the proposal email address added while you created/edited the proposal.
How do you send a proposal to a customer or lead?
We assume that you have already created the proposal. Click on the mail icon on the right side and a popup with the preview email template will be shown.
You can include the proposal link inside the email template and let your customer view it without logging in. This is also useful for leads.
After you send the proposal, a lead/customer can open it and take actions such as accepting, declining, or making comments. The creator of the proposal and the assigned sales agent will receive notifications in the CRM and via email when the customer comments or accepts/declines the proposal.
How do you convert a proposal to an invoice or estimate in our CRM system?
How do you convert a proposal to an invoice or estimate in our CRM system?
How do you export customer invoices, estimates, and payments to a ZIP file in CRM?
Go to the customer profile and click on the tab where you want to export data, e.g., invoices.
Select a status or just leave it as ‘All’ and click ‘Submit.’ All invoices based on your selected options will be added to a .zip file.
You can choose a start and end date, the date is based on the invoice/estimate/payment date.