Quotify CRM allows you to create and manage Stripe-based subscriptions seamlessly. Below is a complete guide to setting up, sending, managing, and testing subscriptions. ➕ How to Create a New Subscription Go t...

Quotify CRM allows you to manage multiple currencies and assign them to your customers for accurate financial tracking and invoicing. Here's how to add and manage currencies in your CRM: ➕ How to Add a New Currency...

The Items feature in Quotify CRM allows you to save commonly used products or services, making it faster to create invoices, estimates, proposals, and credit notes...

Quotify CRM allows you to define custom payment modes (such as bank transfers, cash, checks, etc.) that can be shown on invoices and used when recording payments or expenses. ➕ How to Add a New Payment Mode...

Quotify CRM allows you to automate recurring billing by turning any invoice into a recurring invoice. This feature is ideal for subscriptions, retainers, or regular service agreements. 🧾 How to Set Up a Recurr...

Quotify CRM lets you send invoices directly to the customer's email, with the option to include the PDF version of the invoice as an attachment. 📤 How to Send an Invoice via Email...