Clientjoy | New Releases

👋 Introduction

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❓Why open Roadmap?

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🤷‍♀️ How do I contribute?

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💡 Submit an Idea

Help us shape the future of Clientjoy by voting and submitting feature ideas here on this link

In progress ⏳

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🏷️ Multiple Sales Pipeline

manage multiple sales pipeline for your channels or services.

👥 Managing Contacts

🎨 Improvements in Document Editor

We are improving the user experience challenges that you face while using Document Editor to make it smooth. Tell us any such challenges that you face for us to fix.

📂 New Templates for Quotes, Estimates, Proposals, etc.

Let us know in the comments all the templates that you need.

Near Term 🔜

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🤖 Workflow Automations

Let us know in the comments what kind of notifications you need in your Sales.

📹 Zoom Integration in Scheduler

Integrate Zoom in meetings and scheduler

📝Multiple Web Forms

💎 Multiple Pricing Options to Leads in Proposals

Let your Leads choose the services they need to get started.

💪 Email Sequence V2

🖋️ Adding Digital signature's information and audit log in the Signed Proposal.

Get the complete Information of the Signature and audit log in the PDF that you download.

📆 Connecting multiple email accounts for Mailbox, Calendar and Scheduler

Connect multiple accounts (email, calendar)

Planned 🍷

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🌐 Multi - Lingual for Clients / Leads

Customize the Client Portal, Invoices, and Proposals in the language of your Clients.

🔤 Inserting text fields, dates, etc in Proposals

Allow your Leads to add their data before signing a document

💲 Square payment Gateway

Collect payment from Square Payment Gateway. 

💳 Expenses

Add your client expenses and bill them to Clients in Invoices.

🧾 Credit Note

Give a credit note to your Clients. 

Need Opinion 🙋‍♀️

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Setting Goals

Track your sales and revenue goals

✊Packages or Combos of Services

Group multiple items together as a Package or Combo

💱 Invoice Templates

Create Invoice templates for sending fast Invoices

💵 Auto Pay with Paypal

Collect recurring payments using Paypal. 

👥 Multiple contacts in Leads?

💳 Xendit Integration

Accept payments with Xendit for the Philippines country

Team wise sales reports

🗓️ Activities tab in Client portal

Let us know in the comments why you want to share activities in the Client Portal