Customize Your Email Templates

Customize Your Email Templates

You can now customize the emails that get sent out with Recurring Invoices, as well as your default email for Invoices and Estimates. We’ve also added a few other improvements. To customize your emails (including recurring invoices) go to the “My Company” page and scroll down to the Customization section. There you can fill in...
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Customize Your Project

Customize Your Project

The final update for the year lets you customize the background colour of your project as well as use custom CSS for your public facing pages, such as Invoices, Estimates and Project pages. We’ve finished our updates for 2010 by rolling out a nice little colour picker in the My Company page that selects the...
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Custom Branding & Multiple Users

Custom Branding & Multiple Users

Edited 26th April: This topic was originally a poll and discussion about whether a white label solution with multi-user login would be beneficial to our users. The outcome was that it would be a useful feature, so please see our more recent post about this.604
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Convert Estimates to Projects

Convert Estimates to Projects

In an effort to improve your workflow and make running your business even easier, we’ve added a simple but powerful feature to convert estimates to projects We had a few suggestions for this feature because a lot of you said that the first thing you would often do when you had a new project was...
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Communication, the key to a Better Project Experience

Communication, the key to a Better Project Experience

Communication is easy these days. We can text, email, call, chat, message, poke, nudge and wink and all without getting up from our desks. So why is it that so many projects fail where people cite “communication” as the problem? Text, email and phone calls are methods of communication but what we communicate is far...
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Best Practices to Improve User Experience Leveraging Context-Sensitive Help

Best Practices to Improve User Experience Leveraging Context-Sensitive Help

Currently there are many trends that have a huge impact on how consumers discover, and what is more important, share information. Various devices and software unlocked numerous possibilities for a business to attract more customers and increase revenue. But as markets become saturated it is not only sufficient to just be present and active through...
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Benefits of Integrating Live Chat with Help Desk Tools

Benefits of Integrating Live Chat with Help Desk Tools

Improving customer support is one of the top priorities in the business world, and there are many minor improvements to be made. Nowadays, we have a lot of online customers, who love to shop either on website, or even order via social networks. A lot of things that weren’t possible 20 years ago are now...
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13 Tips for Creating Users Guides & Technical Documentation

13 Tips for Creating Users Guides & Technical Documentation

Creating user manuals is one of the important factors that directly affect customer satisfaction. No matter how simple a product is, it is necessary to include an appropriate user manual or technical documentation that will help a person understand how the product is used. In the past, creating this documentation included significant production costs. Luckily,...
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Project Templates Just Got Better

Project Templates Just Got Better

We are always focused on how we can improve the way you manage your projects online. We’ve just released a few new features that will make the process faster and easier. It’s exciting times here at ProProfs Project. We’re growing our team, we’re growing our customer base, and we’re improving our product every week, thanks...
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