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In preparation for something big, we have just launched a new feature. Without bothering you with too many technical details, let me sum up the things you can now do within the Octoa tool:
You now find two options within the language settings, 'Supported languages' and 'Custom language.' You are probably familiar with supported languages, and you can use this for the things you send out to your customers, like proposals and invoices. But we now also added custom languages. We don't support translations for custom languages, so those will be in English. But you can use them to create and organize email templates.
So that brings us to email templates under your template section. If you now select one of your email templates, you will find the language option you have activated in your language settings, including supported and custom languages. You currently have the option to create, for each language, a separate email template.
So that brings us to the mystery of 'In preparation of something big.' We are currently working around the clock to build a new feature called 'Automations & Workflows.' I can only say this will be a gem 💎.
This new feature puts you in complete control of your workflow and lets the tool do the work for you. And to streamline this process, you need to have the ability to create templates within different languages.
We can talk for hours about this, but nothing beats a walkthrough video of Remi. So check out the video, get familiar with the new feature, and if you have any questions, you know where to find us!
We added Norwegian, Swedish, and Danish for you to set as a default language for the proposals and invoices you sent out to your client. You can also use these languages for each new project you create. You can find the language settings in your settings.
We now support the following languages:
Is your language not supported? Send us a message through chat or email@example.com
Update from the Octoa team. We are working hard on new (big) features that will take Octoa to the next level. Also we are present at Way Up North 2021 event in Copenhagen today and tomorrow. Meeting existing customers and new ones ☺️
In the meantime we pushed some new updates and small improvements:
You can now create and send questionnaires to your clients to fill it. It works very similar to the Lead Form. You are also able to create templates for these so you can reuse them time and time again.
Connect email through SMTP
Yes that sounds quite technical, but it means the emails sent from Octoa will go through your own email account instead of being sent from our servers. Meaning an even smaller chance of your emails ending in the spam box. Previously you were able to connect your email through Gmail connect, but now also through SMTP. This will allow for much more flexibility and different kinds of email services to connect.
Double inquiry/booking warning
When a new project with the same date is created you now get a small icon showing you already have an event on that specific date. This way you can better monitor your availability.
Calendar booked only filter
We made a new filter in the Calendar in which it only shows your booked projects. This will clear up your view especially if you have a lot of inquiries.
Text editor update
We made an update to the text editor, so it works better when pasting documents in and having better correlation to the final output in the e-mails. With this we also updated how the tokens work, instead of using brackets we now use the @ sign. But don’t worry, the old tokens still function also. It’s also for some future features we are going to implement like file uploads etc.
We listened to the community and here are the latest updates:
You can now see your projects and tasks easily and clearly in a calendar overview per month or even per year. It's even easier now to check your availability or get an idea of how busy you are going to be.
Moneybird Api Integration
A much requested feature from our Dutch users to integrate a bookkeeping tool, to automatically share invoices and contacts to Moneybird. Eliminating double work.
A small update for our Gmail/Gsuite users, you can now login with the Google login button.
Exciting news, we have teamed up with Flothemes to have a very easy integration. With a few clicks you can now use your Flothemes contact form and connect it with Octoa. So all your inquiries will be in your mailbox and directly inside the tool. Read all about it on the Flothemes website.
Some days ago we released another update and it's a pretty exciting one to be honest. We made a video with all the updates, but here is what is inside:
E-mail pop-up update
You can now send emails from your project detail page and still see your project activities like lead form.
See your sent emails
Your sent emails can now be found back inside your project details and you can see if someone opened the email.
Select quantity in proposals
Clients can now select a quantity of your products inside your proposals. You can activate it per item
Add payment in invoice overview
In your invoice overview you can mark invoices manually as paid by the "add payment" option. Which was already available inside your project details.
Project overview filters
On your projects page, you can now filter on year and month. So you can quickly check your availability.
This feature is excellent for people needing to work either in their local language, or multiple languages. You will be able to set the language per project, and it will make all client side communication (proposals and invoices) in this language.
Currently we support:
In the settings page you can select your default language and you can set a default language for projects coming through the lead forms. Your language not in here, send us a message.
Yeah! Very excited to announce you are now able to accept online payments on your invoices. We made an integration with Stripe and it's now possible to accept both credit card payments and iDeal (only accepted in the Netherlands and in euros).
We released the mobile version of Octoa! Now you can access Octoa whenever wherever perfectly.
Octoa continues to lessen the burden of having to worry about your invoices. Everytime when you create a new invoice (or generated from a proposal), the invoice number will automatically generate when you send it out. This way you will not having to worry about invoice number especially for invoices that have not been sent! (of course, if you want to edit the invoice number manually, you can also do so freely)
Additional colors and options are added when you are creating your lead form. You can now design the lead form to as close as your own site!
We heard you! Different countries require their own method of displaying bank / invoice details. Invoice payment footer are now more flexible with the ability to add as much as information you would like, as well as changing the label and value.
Under all the template section, you will now find a duplicate icon next to the trash icon. By clicking on it, we will create a copy of your template instantly!
We now give you the option to activate multiple currencies which allow you to select a currency for each new project. This gives you the possibility to create proposals and invoices with international clients.
We fixed a bunch of small issues. Like uploading your logo, adjusting information, etc. Also now you’re able to duplicate your templates so it is easier and quicker to create new ones based on already existing information.