Quick Actions Simple. Cepat. Rapi.
π¦ Buat Penawaran
Pilih template β isi konteks β Sign (opsional) β Kirim.
Most used
π§Ύ Buat Invoice
Isi item β total otomatis β Sign β kirim PDF/email.
Finance ready
πͺ Buat Email / Follow-up
Follow-up H+2 / reminder / konfirmasi meeting.
Auto-responYang Butuh Keputusan approve < 10 detik
Digital Signature Mock UI untuk demo
Auto Sign (Leader)
Aktifkan untuk menambahkan stamp tanda tangan digital ke dokumen/invoice.
OFF
Dokumen Terakhir draft/sent
Buat Dokumen Template + konteks + sign
Leader cukup 1β2 kalimat.
Preview Output dokumen siap kirim
Pilih template dulu, Bro.
Jika Auto Sign ON, tombol Apply akan otomatis menambahkan stamp.
Invoice Builder isi item β total otomatis β sign β kirim
| Item | Qty | Price | Amount |
|---|
Amount auto = Qty Γ Price. Total auto = Subtotal + Tax.
Invoice Preview siap export & send
β
Approvals 2 tombol: Approve / Reject
Leader Review ringkas
Pilih request di kiri untuk melihat detail.
History draft, approved, sent
Detail preview + audit
Klik salah satu item history.
Audit trail akan muncul di sini.
Settings Keep it simple
3 rule:
- Low: boleh send
- Medium: approve leader
- High: approve leader + legal
Digital Sign:
- Auto Sign ON: stamp otomatis masuk ke preview/export