Q: Does it have all the below features how would this product stand out from Sales order, Salesforce, Sage, and ...
QuickBooks, can we easily import and export to them and integrate as well?
• Where is your server based?
• Where is your head office based?
• Where are the Company and Product Originally from?
• What is the company's background?
• What security is in place and how secure is it?
• Is CNAME, Whitelabel and SMTP included?
• Fully GDPR, CCPA, HIPAA, and CPRA compliant?
• Customer (Contact)?
• Supplier (Contact)?
• Purchase order?
• Sales Order?
• Invoice?
• Item Receipts/GRN?
• Bill to Address?
• Ship to Address?
• Shipping method (via, date)?
• Ref no and tracking number?
• Proforma Invoice and Quotes?
• Proposals?
• Prospects?
• Stock (on hand, dropship)?
• Item/Products?
• Expenses?
• Import Export Data xls/xlsx or csv?
• Import/Export and sync to QuickBooks
• Notes/Memo?
• Reminders?
• Colour tab management?
• Attaching files?
• How does your support/tech support work?
• What is the SLA?
• Memos?
• Attachment and limits?
• A colour tab to keep things organised and set up prioritise/highlight?
• What if a company has divisions? (e.g. If there’s a parent company and has 2 divisions or more)?
• Are there any catches Upsells or nags?
• Whitelabel, CNAME and SMTP included?
• Easily customisable?
• Are all future updates, Upgrades and premium support included?
• Website interactions (if we need to link the app to dynamically sync all the products or services)
• Are there any storage and attachment limits?
• Easy customisation of any templates
• Do you have an API and sync option from all of the platforms
Ay_
May 15, 2024A: Hi UniversalDesignz! I'm glad to see you have a lot of questions! Most of the features you asked about can be found in the features section mentioned above. I highly recommend giving Invoiless a try and you'll see that many of the features you're looking for are already there, such as CNAME, SMTP, Whitelabel, API, reminders, products, expenses, exports, etc. For some questions, I'm unable to provide a direct answer, such as "easily customizable?" However, I can say that the platform is highly adaptable. The best way to find out is to give it a try and see if it meets your needs. If not, you can easily request additional features through the group community or live chat, and I will be more than happy to add them to the roadmap. Thank you! 🧡
Verified purchaser
These are valid questiotns but there is no reply yet! (even till 21st june 2023)
Dear UniversalDesigns, I request you to share your experience. I like this tool but I am skeptical about this tool as it has financial info of business and more suspicions aroused after seeing that no one have replied on this comment.
Curious and trying to preserve healthy sumo-community.