It’s here and it’s ready! Check out the video to see the following:
- The new layout with a card view of each package
- The new “additional information” area
- The way to navigate the proposal in it’s 3 new areas: Quote, Confirm, Schedule
- How a customer digitally signs their quote
- How a customer can see public notes called the “Anything else we should know” heading
- How to let a customer complete the bidding process in a specific “success” area
- How to edit labels throughout the entire proposal system
- How to add new documents in the “Additional Information” area
- Sales videos are now folded away under a link that says by default: “Need help choosing? Click here.”
Not in the video:
- Get another service quote is prominently a link above the packages that allows a customer to add new services to their quote.
- If you have more packages than fit on the screen you can scroll or swipe side to side to see all of them.