8th October 2020 (Clientjoy 2.0)

▶️ New Releases

Last updated 4 years ago

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▶️ New Releases

Clientjoy 2.0 🔥

The New Kanban is much more powerful and smooth. It allows you to add Leads in either top of a stage or bottom of a stage.
It's very easy to add new cards and drag and drop them in stages.
You can add new stages and re-order them directly from the Kanban view. No need to go to settings.
Easy to use and customizable List view. You can configure which columns to be visible and we keep your views the same until you logout.
Now you don't need to go to settings for adding stages, lead sources, etc, everything possible from the kanban view.

New and intuitive UI
Easy to use and customizable List view. You can configure which columns to be visible and we keep your views the same until you logout.
Now the company is no-more mandatory information while creating a customer. You can add your contacts as customers and then can send Invoices or Proposals to them.

New and Intuitive UI
The new proposal engine is made from the latest technology, it's much more faster and robust.
Our merge field engine is much more advanced now. You can directly use it by pressing "[", it will show a list of all available merge fields.
Merge fields will be directly visible in the Proposal so you know how much exact space will the value take.
We've added exciting new capabilities in proposals like
- Adding page background images and colors,
- Set font for the whole proposal,
- Dividers,
- Make an image circular,
- Set alternate colors of rows in the table, etc.
Our new PDF engine is much more closer looking to your Proposal.
The new Audit trails give you a full overview of the Proposal in a timeline format.
Now you can send one proposal reminder before the expiration date and set its template. You can even change the reminder configuration for a specific proposal.

Now you can preview the Invoice while you are making it.
Other than setting default, you can also define a custom color for specific invoices.
Our new PDF engine is much more closer looking to your Invoice.
Now offline payment methods are visible in Invoice and the PDFs
Now you can send one invoice reminder before the due date and set its template. You can even change the reminder configuration for a specific Invoice.
The new Audit trails give you a full overview of the Invoice in a timeline format.

Now you don't need to type the currency name and ISO code when adding a currency to your workspace. We've prepopulated the list with all available currencies which can be chosen easily.
All listing views come with some one-click quick filters to find records fast.
All listing view can be customized to choose the list of columns to show along with their order.
There is a quick add button available on the Dashboard which is a shortcut to adding a new item, invoice, proposal, lead, etc.

Last updated 4 years ago

Was this helpful?

The New Kanban is much more powerful and smooth. It allows you to add Leads in either top of a stage or bottom of a stage.
It's very easy to add new cards and drag and drop them in stages.
You can add new stages and re-order them directly from the Kanban view. No need to go to settings.
Easy to use and customizable List view. You can configure which columns to be visible and we keep your views the same until you logout.
Now you don't need to go to settings for adding stages, lead sources, etc, everything possible from the kanban view.

New and intuitive UI
Easy to use and customizable List view. You can configure which columns to be visible and we keep your views the same until you logout.
Now the company is no-more mandatory information while creating a customer. You can add your contacts as customers and then can send Invoices or Proposals to them.

New and Intuitive UI
The new proposal engine is made from the latest technology, it's much more faster and robust.
Our merge field engine is much more advanced now. You can directly use it by pressing "[", it will show a list of all available merge fields.
Merge fields will be directly visible in the Proposal so you know how much exact space will the value take.
We've added exciting new capabilities in proposals like
- Adding page background images and colors,
- Set font for the whole proposal,
- Dividers,
- Make an image circular,
- Set alternate colors of rows in the table, etc.
Our new PDF engine is much more closer looking to your Proposal.
The new Audit trails give you a full overview of the Proposal in a timeline format.
Now you can send one proposal reminder before the expiration date and set its template. You can even change the reminder configuration for a specific proposal.

Now you can preview the Invoice while you are making it.
Other than setting default, you can also define a custom color for specific invoices.
Our new PDF engine is much more closer looking to your Invoice.
Now offline payment methods are visible in Invoice and the PDFs
Now you can send one invoice reminder before the due date and set its template. You can even change the reminder configuration for a specific Invoice.
The new Audit trails give you a full overview of the Invoice in a timeline format.

Now you don't need to type the currency name and ISO code when adding a currency to your workspace. We've prepopulated the list with all available currencies which can be chosen easily.
All listing views come with some one-click quick filters to find records fast.
All listing view can be customized to choose the list of columns to show along with their order.
There is a quick add button available on the Dashboard which is a shortcut to adding a new item, invoice, proposal, lead, etc.