ECI | EvolutionX

Attach a quote PDF to a customer email when sending a quote.  Three formats are available to show product details including images.

Quote PDF attached in customer email.

Quick Order as a page

Understand how to control what customers can see, and do, when they login to the webstore through storefront customer user roles.

Customer User Roles

See how you can add special delivery and shipping rules for certain post codes, eircodes, or zip codes. Zip import also supported.

Local delivery rules - targeting zip codes

Want to keep your Account Managers up to date with orders placed?  Easy!

Account Managers (Sales Reps)

Adding a branch or numerous branches to your admin panel 🌳

Adding A Branch

Adding vat rates globally and at product specific

Applying VAT Rates To Your Stores

You've sold the items and taken payment so it's time to deliver the goods!

Deliveries - Setting up the delivery methods 🚚

Remind customers that they are subject to your terms and conditions and where to find your privacy policy before they finalise their order.

Add your Terms and Policies to the Checkout

Product List Pagination

If any of your customers frequently use job/project/line references against products, this feature could save them a lot of time!

Job/Project/Line Reference

Using Google's CAPTCHA to protect your customers and your store.

Credit Card Protection with reCaptcha

Niall Diamond

Séamus Diamond

Liam Cadle

Store Settings

Website

Find answers and get help from Intercom Support and Community Experts

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Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.