The ApprovalMax Customer Feedback tool helps to obtain customer insights and feature requests.
To access feedback tool click on you Avatar in the right-hand corner and open "Customer feedback": Alternatively, click on "Vote now" from the main menu:
ApprovalMax supports setting up a default Email to the Customer for Xero-connected Organisations. This is how it works: In the main menu, select the Organisation and open Approval Workflows under Workflows And Settings. Open the Quote workflow. Click ...
An approved Quote that was sent to a customer can be re-sent using the RE-SEND A QUOTE button: If a Requester did not activate the checkbox Automatically Email Quotes to the Customer and their Quote has now been authorised, they can still send this ...
For Quotes created in ApprovalMax, the platform offers the functionality to configure an email that will be sent to the Customer once a Quote has been fully approved. This email is triggered if the checkbox "Automatically email approved Quotes" has ...
If a Requester did not activate the checkbox Automatically Email Sales Invoice to the Client and their Sales Invoice has now been authorised, they can still send this approved Invoice to the customer. To do so, download the Sales Invoice as a PDF ...
ApprovalMax supports automated invoice upload and data recognition via the ApprovalMax Capture add-on. Another option is using the direct integration with Dext. However, to be able to use this OCR tool, you'll need to purchase an appropriate plan for ...