Enquiry sources and a new doodali.com
- E-signatures: send your terms, or orders, for clients to sign online, with a signed PDF and certificate, and invoices held until it’s signed if you like
- Import clients and contacts from a spreadsheet or another system, and export any list as a CSV
- Errors in forms now come into view (and flash) wherever you are on the page
- Privacy on website forms and booking pages: a link to your privacy policy, an optional unticked marketing box, and tracking that waits for cookie consent
- Delete an enquiry for good, for data removal requests
- Booking pages have back buttons
- Meeting types can be offered by Google Meet, phone or in person, the person booking chooses
- Project teams: put several people on a project, see who’s on it at a glance, and tell them all when something comes in
- Project messages: notes for the team and emails to the client in one place, with replies coming back to it
- Choose which notifications are emailed to you: what’s about you, everything, or nothing
- Booking pages can ask your own questions
- Enquiry sources: see whether each enquiry came from Google, ads, ChatGPT, Claude, Facebook or elsewhere, with a tracking script for your website
- Tags on enquiries, and filtering the Inbox by source or tag
- Reports: where enquiries come from, and which sources win work
- Company settings in one place: Details, and Logo & invoicing
- A faster website, with pages for every part of Doodali and every kind of business
- A help centre with step-by-step guides
- A status page so you can check everything is running