PCMA+ vs Velryq Sales Docs

The PCMA+ event app is your go-to resource for navigating PCMA’s premier global events, including Convening Leaders, PCMA edUcon, Business Events Industry Week (BEIW), Convening EMEA, and Partnership Summit. From personalized agendas to networking tools and on-demand session access, PCMA+ helps you stay organized and make the most of your event experience. Whether you’re connecting with peers at edUcon, exploring new ideas at Convening Leaders, building partnerships at Business Events Industry Week, collaborating globally at Convening EMEA, or networking in a relaxed setting at Partnership Summit, PCMA+ puts all the essential event details and resources in one convenient place.

Create the estimate while the job is fresh. Send a professional invoice when the work is done. Velryq Sales Docs brings estimates, invoices, customer records and branded documents together on iPhone. Built for independent contractors and service businesses, it helps you prepare the paperwork wherever you work. START WITH YOUR FIRST DOCUMENT Create an account, confirm your email and set up your workspace. Use your own name or the name you trade under. Start with a customer, a description of the work and a price. You do not need a saved catalog, logo or payment connection to create a draft. REVIEW BEFORE YOU SEND Preview your document, share a PDF or review an email to your customer. Saving a draft does not send it. Customize layouts, colors, fonts and your logo. Reuse saved customers, services and materials. Share secure links for estimate responses and invoice payments. PAYMENT OPTIONS THAT FIT YOUR WORK Connect an eligible Stripe or Square account for supported online payments. Record payments received outside the app. Eligible sellers can use Tap to Pay on iPhone with supported devices, countries and provider accounts. Provider requirements and processing fees apply. KEEP TRACK OF YOUR WORK See open estimates, invoice balances, overdue amounts and customer history. Request approval for extra work and invoice approved additions. Manage appointment requests and availability, share a booking page, and add private calendar notes. Optional notifications help you follow document, payment and appointment updates. TRACK YOUR MATERIALS Optionally track physical stock for saved materials. Record deliveries, reserve materials for jobs, log usage and review movement history. See what is on hand, reserved and available, with low-stock filters and storage locations. Stock changes are recorded separately from estimates and invoices. REVIEW JOB CHANGES When a job is cancelled, postponed or reduced in scope, start a review from its invoice or accepted estimate. Link material reservations and an appointment, record outside expenses, refunds and supplier credits, and track follow-up actions. Complete or reopen reviews while keeping their history. Changes to documents, bookings, stock and payments are handled separately. EXPORT YOUR RECORDS Export invoices, payments, unpaid balances, estimates, line items and customer balances as Excel or CSV. Choose filters, prepare a report and share it with the iPhone share sheet. TRY THE WORKFLOW Your workspace trial lasts 14 days and includes up to 10 estimates and 10 invoices. A subscription is required to continue creating and sending after the trial. Review current localized monthly and annual prices in the app before purchase. Apple subscriptions renew automatically unless cancelled and can be managed in Apple settings. Restore purchases from Account > Subscription. Downloading or creating a workspace does not itself purchase an Apple subscription. ACCOUNT CONTROL Manage your business details, password, passkeys, two-factor authentication and account deletion from the app. Privacy: https://velryq.com/privacy Support: https://velryq.com/support Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/