Customize Proposal design settings to match your brand

Low Impact | Sales, Management, Admin

Create a professional, consistent Proposal experience with customizable design settings. Admins can update colors, fonts, spacing, and borders to reflect your brand for all client-facing Proposals. For advanced customization, the Developer Mode's CSS editing gives your team greater control over the final look and feel. 

Send a verification code to ensure the right client stakeholders are approving orders

Low Impact | Sales, CSR, Finance, Clients, Management, Admin

Before approving or requesting changes, clients will enter the verification code sent to their email, adding an extra layer of security and confidence to the approval process. While we recommend using this feature to protect your orders, requiring a verification code for approval will be optional.

Keep Online Approval responses focused and easier to manage

Low Impact | Sales, CSR, Clients, Management, Admin

Online Approval response notifications will now only be sent to the sender and the primary rep, making sure the right people are informed. 

The updated Online Approval layout will display the most important details at the top for a clearer client experience.

Find Contacts faster and customize the TSC experience

Find Contacts faster with the ability to search by phone number. If you receive an incoming call from an unfamiliar number, simply plug the number into Contact Search to quickly identify the customer. 

Choose whether you want to show or hide the shopping cart feature in TSC. With the flexibility to toggle on or off, you can either allow clients to place web orders or simply browse products.

Get order acknowledgements with artwork proofs approved faster with Online Approvals

Medium Impact | CSR, Clients, Management, Admin

Speed up approvals by letting clients review order acknowledgements with artwork attachments online. Clients can approve, request edits, and leave comments through a link. All feedback is tracked automatically in the Job Log, giving your team full visibility and keeping orders moving forward without delays.

Send multiple invoices in one email through AR Follow-Ups

Medium Impact | Finance, Admin

Make collections easier by sending multiple invoices in a single email within the AR Follow-Ups tool. Finance teams can quickly group invoices for each client and decide whether to apply a “Past Due” watermark to individual invoices, creating a better experience for you and your clients.

Skip manual batch posting and speed up payments

Medium Impact | Finance, Admin

Make payments faster with approved POs automatically updating to “Posted AP”. There's no need to batch post or change each PO's status one by one - they’ll show up in your list of POs ready for payment.

Finance user experience updates

Send AR Statements and create AR log entries directly from the Contact page.

Set defaults for Invoice and Statement emails to automatically populate the Job Number, Job Description, and Billing Contact Name..

The Syncore Connect Integration with Outlook Email is available now for all users. Watch the video clip from the Spring Release Preview to learn more about the new integration and how to start using it today!

The integration lets your sales and service teams:

• Log Outlook emails into Syncore opportunities and contacts quickly – without switching screens

• View Syncore Contact data, Follow-Ups, and the Communication Log directly from Outlook

• Receive a prompt to create a new prospect when Syncore doesn’t recognize a contact  

Ready to get started? Download and install the Outlook add-in from the Microsoft store. Once installed, refer to this guide on how to use the integration.