Built-In Options
Feature Sets
you turn on.

Start simple. Grow powerful.
Select just what you need.

Docs Folder

Attach files to any entry in Big Business—easy to find and share.
Add notes or screen shots, of online purchases and more.
Automatically keep pdfs of emailed Quotes, Orders, Invoices.
Send attachments with emails, like
Item spec sheets and Order terms.


Contacts Tool

Add Ship-To locations
Add multiple Emails
Add Roles for A/P, Refunds, B2B
Use for Lookup Automation


Email PDF's

Email PDF's automatically
Using Apple Mail
Using Outlook for Windows


Secure Cards

Store card details—
Encrypted and Protected
Block unneeded viewing