9.9 News: Agreements and 1-click PDF export

Agreements

• Sync your agreements from ConnectWise, with their line items and invoice history, into a new Agreements module grouped by company
  ​
• Add agreements by hand for anything that isn't in your PSA
  ​
• Each agreement shows its amount exactly as it's billed
  ​
• Tick Include in Budget to put an agreement on your Budget and Roadmap
  ​
• Add the Agreements Part to a Report to go through a client's agreements with them in a TSM
  ​
• To start, turn Agreements on in your modules, then add the Agreements Part to your Reports

1-Click PDF Export

• Export to PDF in one click, right from a Report, the Technology module, M365 license lists and Contacts lists
  ​
• Report PDFs carry your company, template and date in the header and footer
  ​
• Roadmap, Roadmap Budget and Assessment pages lay out the way they do in print
  ​
• Contacts and Agreements PDFs follow the grouping and filters you have on screen

Fixes and Improvements

41 bug fixes across the app, including inactive items no longer showing in the Budget and Roadmap.