Can you believe we’re already halfway through 2024?! Time is flying and we’ve been hard at work bringing new features and functionality to Rock Paper Coin. Here’s a roundup of what’s new this year!
Proposals from a file from RPC
Previously, proposals could easily be built from scratch using our interactive builder or by selecting a design from the RPC library. Now you can import proposal designs directly into RPC using a file!
Use case: You love Canva (who doesn’t!) and you like to build your proposals there. Simply download your file then upload it directly into your RPC proposal. Add your recipient and due date information and you’re done! Your recipient receives a professional, branded email and can view + accept the proposal to get the party started!
Customer folders
It no longer matters whether your customers sign and pay as a guest (no RPC account) or a client (free RPC account). You can seamlessly store important information, spreadsheets, notes, and images for all customers in a folder.
Use case – stay organized by compiling all pertinent customer information in their folder. This limits questions from admin team members as they are also able to access the files.
Invoice templates
No more copying and pasting or trying to remember how you named or priced line items on previous invoices. Now you can easily apply an invoice template so you don’t have to start from scratch each time.
Use case: Create an invoice template with your most frequently used line item details, amounts, tax settings, payment schedules, and gratuity/auto reminder preferences so you can automatically apply those settings on your next invoice!
RPC’s Favorite: Customized email copy
This is one of our latest updates and it’s got to be one of our faves! Personalize the email copy that recipients see when they receive a proposal, contract, or invoice from you!
Use case: Add a personal note or instruction in the email to eliminate sending a separate communication
We’re not stopping there! We have lots of tricks up our sleeves for the remainder of the year. Stay tuned!
Have questions about any of our 2024 updates? Want to share feedback about the next RPC feature that you’d like to see? We want to hear from you! Reach out to us at [email protected] and get a free trial today!
