Built-In Options
Feature Sets
you turn on.

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

Attach any document
To any transaction
To share with others
To keep for reference

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Contacts Tool

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

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Email PDF's

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

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Secure Cards

Store card details—
Encrypted and Protected
Block unneeded viewing

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