Deals

The different statuses of the electronic signature
Document sent for electronic signature Document signed Sign later (if the function is activated in the settings, a user may start to sign and click on the...
Fri, 2 Jun, 2023 at 10:09 AM
Digital Signing
You can also have your clients sign any documents electronically via a signature pad.  Access the E-signature column as described above then click on the b...
Fri, 2 Jun, 2023 at 10:08 AM
Deals Record - 360° view
In the DEALS menu, the record allows you to trace all operations linked to a particular case or transaction.  You can trace the date on which the proforma ...
Fri, 15 Mar, 2024 at 4:45 PM
Moderating levels of a proforma
Filter per level   It is possible to filter per level of approval (referred to as moderation), to know if the status is valid, rejected, or partia...
Tue, 26 Mar, 2024 at 9:44 AM
Used vehicle trade-in
When buying a new vehicle, buyers often take the opportunity to sell their old one, thereby lowering the price of the new one.  RESEARCH Trade-in...
Tue, 12 Mar, 2024 at 3:09 PM
Post-billing audit
Documents collected during the sales process are centralized in transaction attachments. They can be checked both before and after invoicing. BEFORE INV...
Tue, 12 Mar, 2024 at 10:58 AM
"VEHICLES IN THE PARKS " QUERY
Thanks to automatic license plate recognition by camera, iziflo identifies vehicles coming and leaving parks. A time limit must be set for each type of ...
Mon, 11 Mar, 2024 at 9:21 AM
Multiple chassis assignment through the sales order
ASSIGNMENT FROM A MULTIPLE VEHICLES SALES ORDER   If you create a sales order with multiple vehicles, you can easily assign all of the vehicles - or the o...
Tue, 26 Mar, 2024 at 9:40 AM