Business presentation and connections
Present your company clearly and connect supported services thoughtfully.
NextLevelize supports invoice records from supported workflows, company-branded customer documents and communications, and supported external-service connections when they are configured, authenticated, connected, and available.
Invoices and accounting
Create invoice records from supported workflows.
Create invoice records as work moves through supported workflows. Supported accounting data can synchronize when the accounting integration is licensed, configured, authenticated, connected, and available.
Company-branded customer materials
- Company identity and colours
- Logos and favicons
- Customer-document templates
- Communication templates
Available branding controls and templates remain subject to permissions and licence entitlements.
Connected services
Use supported external services after verification.
NextLevelize can connect supported accounting, address, email, SMS, licensing, and storage services after configuration, authentication, connectivity, and service verification.
Accounting and address services
Supported accounting and address services can support relevant commercial and client-record workflows when connected and available.
Email and SMS services
Configured email and optional SMS services support applicable customer communication workflows.
Licensing and storage services
Supported licensing and storage services can be connected after their required service verification.
NextLevelize how your company works and presents itself.
Bring invoice workflows, customer-facing materials, and supported service connections into your company workspace.