Zapiy Platform Tutorials & Feature Updates

Send Proposals & Estimates with a Link: A Game-Changing Feature

Send Proposals & Estimates with a Link: A Game-Changing Feature

By: Gloria Briones
Published on: 08/01/2025

Say goodbye to delays and hello to seamless collaboration! Share documents instantly, bypass the email maze, and meet your clients where they are, whether that’s their inbox, Messenger, or even a quick SMS with Send Proposals & Estimates with a Link Feature

Payments & InvoicingContracts & Estimates
Read more
Simplify Document Signing with Proposals & Estimates Multiple Recipient Signature Support

Simplify Document Signing with Proposals & Estimates Multiple Recipient Signature Support

By: Gloria Briones
Published on: 02/12/2024

Proposals & Estimates Multiple Recipient Signature Support allows you to assign elements on the signature fields to multiple recipients in a single document, ensuring accuracy and security.

Payments & InvoicingContracts & Estimates
Read more
Seamless Transition: Auto-Convert Proposals to Invoices in One Platform

Seamless Transition: Auto-Convert Proposals to Invoices in One Platform

By: Gloria Briones
Published on: 27/11/2024

Automatic Invoice Creation feature is designed to save you time, enhance accuracy, and boost client confidence by automating the conversion of accepted proposals or estimates into polished, professional invoices.

Payments & InvoicingContracts & Estimates
Read more