We have just launched a new version where you can create “LeadSource” and tag your quote with it. This means that you can then see where your won deals are coming from, such as: Phone, Email, Ads, or similar. Valuable information for understanding your sales. Additionally, we have created ScoreCards which is a way for […]
v1.4: ScoreCard and LeadSource Read More »
Exciting news! We’ve just rolled out a new feature: when you recall a quote, you can now simultaneously create a new quote where the content of the old quote is transferred over. This feature is incredibly useful when you need to send a new quote to a customer with adjustments. It streamlines the process and
v1.32: Recall Quote with new version Read More »
Today we released a new feature called “DynamicQuote” in Business Portal, which includes the following functionalities: Feel free to test out the feature and reach out if you have any questions. In the video below, I go through the new functionalities (3-minute video in Swedish).
v1.3: Dynamic Quotes Read More »
Tonight we released a new version of Business Portal which includes the following features: Order Value: The graph on the homepage now displays signed order value per month instead of the number of closed quotes per month. Budget: Set budgets for salespeople, track them in real-time directly on the Business Portal homepage. Are you closing
v1.2: Sales Budget Read More »
Today we released a new version of Business Portal which includes two new features for the quote app: Feel free to check out my brief demo of the features by clicking on the image below. The next version we release will include the functionality to have selectable products, meaning that customers can add and remove
v1.1: Product images Read More »
