Quote Your Projects 10x Faster
With the major performance improvement you will see project tracker run up to 10X faster on larger quotes consisting of over 200 products.
Sections of quotes are loaded in batches to allow users to load and edit quotes more efficiently
Rearrange Quotes With Ease
Click on the arrow on the product or section line and then drag and drop that product or section to its proper position in the quote.
Collaborate With Outside Sales
List of Outside Sales Reps on your quote has been expanded to show all users from your organization, regardless of what branch they work in. The branch name that they are associated with displays next to their name when you search to add them to your quote.
Overview of Projects & Quotes
Projects and quotes widgets on the dashboard page can be filtered to show projects or quotes created by a specific branch or user.
Documents uploaded by one user can be accessed and downloaded by any user that is under the same organization.
Notes and Attachments tabs will default to view the side with content.
Navigate With Confidence
When a user hovers over a button a tip appears explaining the purpose of that button. The text tip has been added to the Cross Reference and Product Configurator buttons within the quote module.
Searching Made Easier
Select products with confidence as manufacturers are displayed for products during search.
Have any questions or just want to see things in action?
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