Seamless Retainer Creation
Create new retainers effortlessly within Dash SaaS. Our intuitive interface guides you through the process, allowing you to define retainer terms, payment schedules, and client details with ease. Whether setting up a new retainer agreement or renewing an existing one, Dash SaaS simplifies the process, saving you time and reducing administrative overhead.
Comprehensive Retainer List Viewing
View and manage your list of retainers seamlessly within Dash SaaS. Access detailed information about each retainer, including client details, payment history, and contract terms. With a comprehensive overview of your retainers, you can stay organized and informed, ensuring that all client agreements are up-to-date and accurately maintained.
- Proposal to Retainer Conversion
- Prepayment for Invoices
- Retainer to Invoice Conversion
- Payment statuses - draft, open, accepted, declined, close
- Payments can be done with the help of multiple payment gateways
Screenshots from our system
To explore the functionality and usage of these add-ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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Team Workload Module is a process of distributing work among employees and monitoring people’s utilization over time. The goal is to make sure the work is delivered within the planned time frame, but also to keep a healthy balance in terms of the amount of work every team member needs to do.
View More3 reviews for Retainer – Dash SaaS Add-on
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Good module
the Team deserve 5 Star for following reason;
1- Customer Support
2- Feature Availability
3- Design Quality
4- Documentation Quality