New Features Roundup
Hey Everyone !
Time for another round-up of new Socket features. Check out the recording below for a walkthrough of:
"Consolidate Invoice Lines Items" setting moved from proposal to per-client
Data Grids remember your settings
Navigation changes for practice settings
Setting a default Engagement Letter
Choose Engagement Letter (or none at all) to use in a proposal
Full Letter of Engagement is displayed on signature page
Download Proposal PDF
And the big one... ability to manage your services pricing!
Recording: