Email Signature and Attachments to Invoices/Estimates

What’s New?

1. Attach Documents to Invoices and Estimates 
(Launch Date: 3/14)

Getting the job has never been easier now that documents can be attached to an Estimate or Invoice. 

We’ve added the ability to attach a document to an Estimate or Invoice. Upload a new document or attach an existing saved one. When an Estimate is approved, the created Invoice will include the same documents. Customers will be able to receive and view documents delivered inside their Client Portal.

Making it easier to share all the information needed during the consideration phase to secure the job.

To learn more about this feature read the article here. 

Adding Attachments to Invoices and Estimates

Upload a new document or choose from ones already in Thryv

Clients view of attachments on invoices or estimates 

2. Email Signatures for Businesses
(Launch Date: 4/19)

Clients can have professional email signatures that enrich and engage customers, all inside Thryv.

We’ve added the ability for clients to unify their business with a cross-company email signature, including for all staff members. Design and brand email signatures, with personal images, business logo and colors. Include CTA buttons to engage customers, like Schedule Appointment, which adds/updates contact to Thryv CRM. 

Available for Professional and Unlimited packages only. 

Create a consistent brand and unified signature for small businesses that standard email cannot offer!

To learn more about this feature and all the details read the article here. 

Email Signature page under Online Presence 

Design Email Signature

More Customization for Email Signature 

Add Custom Email Signature to Email Provider 

Improvements

Here are a few cool new improvements we have releases this week or coming soon up help you use Thryv efficiently. 

1. Client Portal Packages Enhancement
(Launch Date: 3/19)

Helping customers stay better informed about their packages they have with the business.

We’ve added enhancements with Client Portal with Packages. If a client has a package with the business, it will now appear in the client portal for them to redeem the package credits. They will be able to see all active, past and current with options to schedule and buy again.

Gives transparency to customers for Packages, previously just for the business.

Client Portal main menu- "Package Credits on left side"

New Package page for Client Portal

Scheduling using package credit

Thryv Version 5.10.5