June 20, 2024

June Update: Proposals, Attachments, Add Team Members

Updates

Make professional proposals in seconds with our AI.

Justin Watkins
Product Owner

Hey Handoff users,

Summer is in full swing, and Handoff has some hot new features for you!

AI Powered Proposals

The spotlight this month is on our brand new AI Powered Proposals feature! Here’s what you can do:

  • Convert Estimates to Proposals with 1 tap: Quickly turn your detailed estimates into client-ready proposals.
Mobile screen recording for converting estimates to proposals
  • AI Summary: Our AI will summarize your line items into clear bullet points for your clients.
Mobile screen recording for AI summary
  • Attachments: Easily attach photos, videos, and documents to your proposals.
Mobile screen recording for attaching photos, videos, and documents to your proposals.
  • Terms and Conditions: Add and save your terms and conditions to each proposal.
Screen recording for adding and saving your terms and conditions to each proposal.


Multi User Access

You can now add up to 3 users to your account with our Business Plan! Collaborate more efficiently with your team and streamline your workflow.

"Screen recording for adding up to 3 users to your account with our Business Plan.


Coming Soon: Invoices, Payments, Signatures

Soon, you'll be able to send invoices on the go and collect payments online! You can also collect client signatures when they approve your estimates, and create counter-signed documents. With terms and conditions and signatures, your agreements will be more solid and professional.

Screen recording for sending invoices on the go and collecting payments online


Coming Soon: Android App

We're on track to have our Android app published by the end of June! Use Handoff on the go without juggling web tabs on your phone.

We hope these updates will make your experience with Handoff even better. Stay tuned for more exciting features and improvements!

Rate us on the Apple Store!

If you're enjoying Handoff, please rate us 5 stars on the Apple Store. Your feedback helps us improve and means the world to us!

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