PSA New Features · 7 min read

Want a productivity boost? Try these new Klient PSA tools!

Invoice Generation Improvements, Export + Import Klient Projects Utilities and Customizable Survey Labels, boost productivity with these new PSA tools!

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Boost Productivity with These New Klient PSA Tools!

Discover our latest features built to boost your team’s productivity across projects!

  • Invoice Generation Improvements: We added the Invoice Default Language picklist field to the Account Object. It defines the language for the PDF version of newly created Invoices related to the account.
  • Customizable Survey Labels: Take your customers’ experience to the next level thanks to our enhanced multilingual support for Klient Surveys! Survey buttons and labels, which were previously hard-coded, are now customizable, allowing you to fully localize the survey interface and align the content with your brand messaging.
  • Export and Import Klient Projects Utilities: You can now export and import Klient Project records in a few clicks thanks to two new Klient Utilities features designed to help you easily share projects from one Klient environment to another.

Learn more about these new productivity tools in our Release Notes section.

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Yanick Abraham
CEO of Klient. 20+ years in the Salesforce ecosystem, leading product vision at Klient PSA. He measures success by one thing: customer happiness — which is why the product never stops improving.
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