10 November Release — Proposal Styles, $2,500 Christmas Giveaway + More
Morning, everyone.
Krishna here. Your quote lands in a client's inbox next to two others, but now, yours is the one that looks like your business: your colours, your logo's palette, the feel of your website, styled by Sammy in about a minute. And it's nearly Christmas, so if you're on Pro, make a short video about Sammy for a month free and a shot at $2,500. This release also brings a dashboard Sammy builds for you, call logging with follow-up reminders, QuickBooks, and more.
Quick note: we ship every day. This article covers the major stuff worth knowing about. If you're unsure how anything works, ask Sammy. He can walk you through it step by step.
Using Sammy on your phone? If you want these features now, don't forget to update the app: App Store for iPhone and iPad, or Google Play for Android. On a computer, it's all live already.
Proposals that look like your business#
Open a quote, switch to Proposal and tap Customise style. Start from one of five ready-made looks (Classic, Bold, Minimal, Natural or Premium), or tell Sammy what you want in your own words: "dark green headings, big photos, keep it clean". Tap Add reference and pick My logo and he builds the palette from your logo's colours, or give him your website's address and he matches its colours, fonts and feel.
Sammy writes the style, checks the PDF and shows you every page before anything changes. Happy? Tap Apply to proposal. Tap Save style to keep it for every quote from now on. Your prices, GST and terms stay exactly as they are; only the look changes, and the quote page shows the styled PDF, which is exactly what your client gets. Flex documents can be styled the same way, or started from one of your proposal styles.
Full walkthroughs: Customising your proposal style and Customising Flex documents.
Win $2,500 for Christmas#
Film a short video about Sammy on your phone: an honest review in your own words, or a story about your favourite feature. Open What's new from the card on your Dashboard and tap Enter now, pick your lane, upload the video and tick the terms. That's one entry in the draw for $2,500 (first) and $500 (second), and every entrant gets a month of Sammy free. It's for Sammy Pro customers.
Review Sammy on G2 and paste the link under your entry for one more. You can enter up to three videos. Entries close at the end of Sunday 20 December, and the winners are drawn at random, not judged. You need to still be on Pro when entries close to win. The full terms are at withsammy.ai/video-challenge.
A dashboard built around how you work#
Under Your dashboard on the Dashboard, tap Chat now and tell Sammy what you want to see first thing: a call list, what's owed and late, quotes waiting on an answer, drafts to tidy up. He builds it in a minute or two, live on your Dashboard. Not sure what to ask for? Start me with the starter dashboard gives you all of that to begin with.
It's live: log a call or get paid and it updates. Phone numbers are tap-to-call, every row has a Log call or Email button, and you can archive old drafts or decline dead quotes from it, with Undo. Tap Edit with Sammy to change it, make as many as you like, and if you run a team, Assign to team gives one to your crew. You can also reorder or hide the Dashboard's own sections with Customise layout at the bottom.
Full walkthrough: Making your own dashboard with Sammy.
Never lose track of a follow-up#
Rang a client and got no answer? Open the quote, tap Actions and Log activity (or the Activity tab), pick Call and No answer, add a note, and set Remind me to follow up on to Thursday. Every call, email, text, site visit and meeting sits on a timeline next to what Sammy already records: sent, opened, accepted, reminded, paid. Invoices, projects and clients have one too.
On any morning you have follow-ups due, Sammy emails you the list at 7 am with the client's number and what you last logged. Or ask him: "I rang Sarah Nguyen, no answer, try Thursday" logs it, and "who do I need to call today?" lists them. He can set or move follow-ups on a whole batch of quotes at once, once you approve it.
Full walkthrough: Logging calls and follow-ups.
Smaller bits worth knowing#
- Invoices straight into QuickBooks. Connect it under Settings → Integrations → QuickBooks, then tap Actions and Send to QuickBooks on any invoice. When your client pays, it turns Paid in Sammy within the hour, part payments included. Guide: QuickBooks.
- Push quotes to Fergus. Paste a Personal Access Token under Settings → Integrations → Fergus, then Push to Fergus on a quote sends it as a Fergus job with the quote on it, and again to update it. Guide: Fergus.
- Part payments from Xero. A part payment you record in Xero shows on the Sammy invoice as Part paid within the hour. Guide: Xero.
- Bill your own costs on a do-and-charge job. Tap Add to bill on any cost you logged, check the sell price, and Costs shows what each one sold for and what you made. Guide: Logging a do-and-charge job.
- Sammy works in New Zealand. Set Country to New Zealand under Settings → Business and your quotes and invoices charge 15% GST, show your GST number and use New Zealand terms. Guide: Using Sammy in New Zealand.
- Install Sammy on your computer. In Chrome or Edge, click the install icon at the right of the address bar and Sammy opens in its own window, no tabs.
- Search your settings. On a computer, Settings has a search box over every setting, and settings show up in the search at the top of the app too.
- Client and site address moved. On a quote, they now live in Estimate Settings rather than beside the PDF buttons.
That's the lot for this one. As always, tell us what you need. We read every email, and we'll pick up the phone and listen.
Cheers, Krishna