Manage board meetings and decisions remotely with mobile e-signatures, approvals, and surveys. Access documents, send emails, and track action items. Share and collaborate on meeting materials securely. Set reminders and view meeting agendas.
The app provides mobile access to CRM data, supporting online and offline functionality. It enables users to view, create, delete, and modify data without an internet connection, integrating features like photo capturing and route planning.
Create professional designs for email signatures, social media banners, business cards, and flyers. Access pre-made templates, customize colors and fonts, and adjust layouts. Export in multiple formats and share directly.
Edit documents by adding text, annotations, and signatures. Scale and position annotations with finger gestures. Save multiple signatures for reuse. Export signed files and share them directly.
Create and customize invoices, estimates, and receipts. Export as PDF and email clients directly. Manage clients, items, and services. Track payment status and send reminders. Use beautiful templates with logo and signature.
Create professional invoices and estimates quickly by adding product or service details, pricing, and descriptions. nd send invoices via email or messaging. Track payments and manage client information.
Create and send job quotes with customizable templates. Add customer details manually or from contacts. Include products or services and convert quotes to invoices with a single tap. Edit titles and subtitles as needed.
PDF documents with digital signatures and e-signatures. Fill forms and scan documents to PDF. Share files securely. Create and contracts, invoices, and business forms directly on iPhone or iPad. No printer or scanner required.
Track shipments by status and search using VIN or Load ID. Create and store electronic BOL and proof of delivery. Record status changes and generate GEO stamps with timestamps. Email or fax completed documents.