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.
Discover More Add-Ons
Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.
Sign-In With Microsoft
The "Sign In with Microsoft" add-on allows users to log in using their Microsoft accounts, simplifying access and improving security. Administrators can configure Microsoft credentials and control the login button. This integration streamlines user management and enhances onboarding efficiency.
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Team Workload
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.
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WizzChat Messenger
Integrating WizzChat with Dash SaaS offers a seamless communication experience for your team. WizzChat's advanced messaging capabilities are now fully embedded within the Dash platform, ensuring that all your conversations, both internal and external, are consolidated in one place.
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Quotation
Quotation management is critical to any business, influencing customer perception, revenue generation, and overall efficiency. With Dash SaaS, you can revolutionize your quotation process, simplifying the creation, tracking, and conversion of quotes into invoices. Our comprehensive quotation module offers a range of features designed to streamline your workflow and enhance productivity.
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