Tag Archives: options

New Software Settings & Customizations

We just released a brand new Settings area for all SalesBinder accounts and we’re excited to share all the new improvements included in this update:

Search for a Specific Setting

We’ve improved the overall navigation throughout the Settings area but to make things even easier, you’re now able to search for specific options – such as “taxes”, “currency”, “invoices”, “units”, etc. 

Customizable Email Templates for Each Type of Document

SalesBinder has always offered a customizable dynamic email template which is used when you send your customers/suppliers/prospects documents from the system via email. It’s also offered options for dynamic placeholders (account name, document […]