Learn About Updates
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered.
Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
The Academy Levels 1-3 Course Updates
Whitelabel Academy Updates
Highlevel Software Updates
Software Updates
Here are some of the most recent updates we thought would be helpful to take note of
Documents & Contracts Optional Items
A business receives a large order for multiple items, but only some items are currently in stock. With partial order fulfillment, they can fulfill the available items promptly, providing customers with timely updates and tracking information while efficiently managing inventory and order processing.
Documents & Contracts Optional Items: This feature allows businesses to include optional items, enabling greater flexibility in pricing and customization, thereby streamlining the quoting process.
⭐️ Why Does It Matter To Your Business?
Flexible pricing: Businesses can now offer optional items in their quotes, allowing clients to customize their packages according to their specific needs and budgets.
Enhanced customization: With the ability to toggle optional items and set quantity limits, businesses can tailor quotes to individual clients, increasing the likelihood of acceptance and satisfaction.
Improved clarity: By presenting optional items alongside main offerings, businesses can provide transparent and comprehensive quotes, fostering better communication and understanding with clients.
⭐️ How To Use Documents & Contracts Optional Items:
Access the “Payments” tab from the left navigation menu, then click on “Documents & Contracts” from the upper navigation menu, and then Create New or Edit Existing one.
Click on the “+” icon and add the “Product List” element by drag and drop.
Now Click on “+Add an item” to add the product.
Select the Product and price and click on the “Add Item” button.
Make a product selectable/unselectable from the optional Item Toggle
Enable Quantity editing from the Edit Quantity Toggle.
This feature empowers businesses to create customizable quotes that meet the unique needs of their clients, fostering transparency, flexibility, and better communication in the quoting process.
