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Search Quotes by Company Name
Posted in News, Product Features, Uncategorized by Admin
Update! Search Quotes now by Company
We’ve extended the search capabilities to be able to find proposals in the dashboard by the company name as well. When you search, you will also notice that it narrows down results that match Proposal Name or Company Name.
Another big update coming soon!
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23
New features are here!
Posted in Blog, News, Product Features by Admin
Search Quotes by Name
One of the top, most requested Quotegine features, the Search Quotes by Name integration will allow the busiest Quotegine users to breathe a sigh of relief. This feature will allow you to search within the Name of your proposal (the column listed at far left on the dashboard). When you search, you will also notice that it narrows down results under Drafts, Delivered, Accepted, and Archived as well. Clicking across those buttons will allow you to
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At Quotegine, we understand that technology is constantly changing. In turn, our customers’ needs are also always changing. We’re working to stay up with your business proposal needs, and we appreciate the constant feedback our users send our way. Our system recently got some updates, and we are working to implement others. Here’s what has gone live thus far:
Our team has updated the core application of Quotegine with JQuery. This is something that was requested by many
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25
At Quotegine, we’re always trying to stay on top of user feedback. We recently received some information from our users that proposals were not saving properly. After some investigation, we have found that when users work on sales proposals while in a Google Chrome browser, a problem occurs with how Quotegine dynamically saves content.
Because of the way Google Chrome handles caching, problems can occur when trying to save work on your sales proposals. Unlike in Internet Explorer or
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25
There simply is not enough time in the day for everything that we’d like to accomplish. It’s easy to put your project proposals aside and simply conclude that you’ll get to them later. However, when later finally does come around, you realize that you didn’t budget enough time to spend on the project proposal as you may have liked. It’s easy to assume that since you have created countless sales documents that you can create
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4
Before Sending Your Sales Proposal
Posted in Tips & Tricks by Admin
So you’ve decided to take the plunge and give Quotegine a try. You’ve utilized our videos to learn more about some of our fancy features and whipped up an awesome sales proposal. But wait! Before you send your sales proposal to the potential client, there are some important things you should double check. It’s important to step back for a minute and make sure that the sales proposal is flawless and will impress the potential client.
First
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19
Quote Management That Saves You Time
Posted in Product Features by Admin
The holidays are in full gear. As your mind rushes to think of the gift giving, final dinner preparations and getting together with loved ones – you still must find time to concentrate on your company’s quote management. Unfortunately, business doesn’t take much time off for the holidays. And as much as we love our work, quote management can often be a daunting challenge and it’s not exactly something we want to worry about during the festivities.
Quotegine’
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7
Using Teamwork to Create a Sales Document
Posted in Blog, Product Features by Admin
For many industries, creating a sales document requires input from several people. These people might be sitting right next to you or could even be on a completely different floor of your business. Either way, receiving input from several people for a single sales document can get confusing and disorganized.
We’ve been there. More than once.
That is why made this system easy to use – no matter how many people are adding their insights. With our Team Collaboration feature,
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27
Proposal Management That Works
Posted in Blog, Product Features by Admin
The holidays are in full swing, but that doesn’t mean you have any less work to accomplish. Though our minds are concentrating on a variety of things – present buying, decorating, family gatherings – performing daily tasks at the office must continue. Sometimes, we must get inventive and find time-saving methods to keep us from getting overwhelmed. Quotegine is a great proposal management tool that business owners can utilize to save time, money and stress.
When constructing sales proposals on a
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When constructing a sales proposal, it’s easy to get lost in the numbers, prospective project and the generic business side of things. But, neglecting to think of every aspect of your potential project could cost you valuable clients. We’ve talked about it time and time again – when constructing an effective sales proposal, business managers must fully consider the potential clients’ wants and needs. However, this consideration needs to go a step further than the wording and structure of
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