Help panel includes relevant help articles
The help you need, available at your fingertips. See relevant articles or start a live chat on any page within Infusionsoft. Simply click the life preserver icon in the upper right corner of your screen. For more information, click here.
Invoices and quotes redesign
Easily create custom invoices and quotes from your mobile phone. Invoices and quotes are now even easier to use on the go. They’ve been redesigned to be more mobile friendly so you can create them anywhere, send them directly from your mobile device, and get paid fast.
- To learn more about Invoices, click here.
- To learn more about Quotes, click here.
Appointments
Save time scheduling meetings with Appointments. Send your customers or leads an online link that lets them choose from your available meeting times - no more back-and-forth. It automatically stays in-sync with your Google calendar, and sends out confirmation emails, so clients are prepared and on-time. Included with your app. For more information, click here.