Permissions
Limit functionality within the software by removing access to the following items.
- Manage account and subscription
- View all vs my opportunities
- View Item costs (margin, markup, profit, etc.)
- View all vs my projects
- Configure catalog (add items to catalog)
- Manage catalog (edit items within the catalog)
- Create and manage purchase orders
- Create and manage change orders
- View Reports
#Visual Quoting Takeoffs
We have taken all the work around visual quoting we did last quarter and capped off the quarter with the final piece that allows for quoting via takeoffs. Add allowances to your visual quote, and replace with specific products later. See more here
Payment Terms
Manage project management term status on the proposal with Project Payments. Mark as In Progress or Paid or even Overdue.
Proposal Improvements
We have added some small but hopefully impactful improvements for the proposals
- Hover States on line items to better show the item is clickable to view images, descriptions, and product resources.
- More spacing between system and locations groups to better visually differentiate between locations/systems
- Always showing the navigation on the left side as expanded to easier navigate the proposal
- Added Quote ID to the quote and optional on the proposal, next to the version so you can better reference each proposal.
- Show labor as a $ amount instead of time in the proposal (like within the quote)
- Product Resources included on each product in the quote and catalog, optional to show on the proposal. Gathered and managed by data team from partners