File Manager Features
File Sharing
- Enable employees to collaborate on documents and projects by sharing files within the ERP system.
- Implement version control to track changes and revisions to shared files
- Set and manage access permissions to control who can view, edit, or download shared files.
- Seamlessly convert estimates into proposals.
Manage Downloads
- Create professional proposals with detailed project information.
- Integrate electronic signatures for quick approvals.
- Facilitate collaborative editing for multiple team members
- Track different versions of proposals for history and reference.
Reports
- Automate invoice generation for completed sales.
- Customize invoices for branding and professionalism
- Support multi-currency transactions for international business
- Implement automated reminders for overdue payments.
Settings
- Schedule and automate recurring invoices for subscriptions.
- Provide flexibility in billing cycles based on business needs.
- Allow modifications to recurring invoices for plan changes.
- Implement a notification system for upcoming invoices.
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