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.
Dropbox
Discover the freedom of accessing your Dropbox files directly from Workdo-dash. No more switching between applications or dealing with cumbersome downloads. With this integration, your Dropbox documents, files, and folders are at your fingertips, effortlessly accessible within the Workdo-dash interface. Edit and view a wide range of file types – from Word documents to Excel spreadsheets, text files, and images – using the Viewer/Editor, all without the need to save files locally.
View More
AI Document
AI Document harnesses the power of OpenAI AI technology to generate unique content, images, and code while ensuring it is free from plagiarism.
View More
Sales Agent
Utilise a comprehensive Sales Agent Add-on to enhance your sales team's management of sales activities, customer relationships, and achieve performance goals
View More
2Checkout
Introducing the 2Checkout Payment Gateway integration in Dash SaaS, revolutionizing your payment processing experience. With this seamless integration, you can offer your customers a fast, secure, and convenient way to make payments online, enhancing their purchasing journey and maximizing your business's revenue potential.
View More3 reviews for Retainer – Dash SaaS Add-on
Reviews can only be submitted by logged-in customers who have purchased this product. Please leave your review here.
| 5 star | 100% | |
| 4 star | 0% | |
| 3 star | 0% | |
| 2 star | 0% | |
| 1 star | 0% |
Comments
You must be logged in to post a comment.
There are no comment yet.
Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
Good module
the Team deserve 5 Star for following reason;
1- Customer Support
2- Feature Availability
3- Design Quality
4- Documentation Quality