User management update
A new update has been implemented that, in addition to several minor optimizations, also implements improved user management. You can find user management under the users tab in your account settings.
Below is an overview of the most important functionalities:
- New interface
- More control to manage users and activate/deactivate them
- System administrator configuration
- Set proposal sending rights per user
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Contact management and functionalities
Better structure for your organizations and people and a tighter separation between consumers and business contacts. Read more about all the new functionalities in the next blog: Upgrade of customer management and functionalities
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Upgraded AI model & upcoming contact management
The AI model has been upgraded for better prompt results with faster performance. Various minor optimizations have also been implemented.
New contacts management
We are currently working hard on a new contact management system that will be launched in 2024.
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Performance improvement
As you may have read in the newsletter, we have started developing improved contact management. During the work we implemented a performance improvement that we were also able to implement immediately in the current management. We did that and this update has just been implemented. Offorte users with a lot of contacts will especially notice this improvement.
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Update
A new update has been implemented that, in addition to various technical optimizations behind the scenes, has also made some new improvements.
Below is an overview of the most important items:
- Editor: If you have not yet made any unsaved changes in the editor, you will first receive a notification when you leave the editor, so that you can save if desired.
- Proposal: The proposal name and proposal number are now shown on the approval screen and on the signature page. This is only visible for new proposals, existing proposals remain unchanged.
- Presentation: the scroll display has been improved and smoother.
- Sending: the structure of proposal links has been made more robust and therefore more resistant to spam filter operations.
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New Recycle Bin
Recently we have implemented various small improvements and optimisations. A new feature has also become available today: a Recycle Bin for your proposals and contacts.
That is how it works
When you delete a proposal and/or contact, they will be moved to the recycle bin. Only after 14 days is the bin permanently emptied. If you have accidentally deleted something, you can undo it via Settings > Trash. The trash function currently only works for proposals and contacts, but not yet for other things such as favourites, templates, etc. These are on the roadmap to be added.
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New proposal editor & viewer
We worked hard for a long time on a completely new proposal editor & display. Today this major update has finally gone live. Read more on our blog: New proposal editor & viewer.
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Maintenance
Another maintenance update has been made this week. There are no major changes, but mostly minor optimizations.
Work in progress on the new proposal editor
Behind the scenes, we are working hard on a completely new proposal editor. Expected release date is Q1 2023
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Sneakpreview October 2022
We have been working hard on a completely new proposal editor & display for a long time. The development has now entered its final phase and will soon be tested by users. Check out the latest sneak preview with the updated pricing table, new page sections and photo gallery: Sneakpreview October 2022.
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Extended user profiles
This update includes minor updates & optimizations. As mentioned earlier, almost all the time currently goes to the development of the new editor. Nevertheless, a new functionality has also been added to Offorte today.
It is now possible to give a user the profile: restricted_user. When a user has that rights profile, he/she can only see and change their own proposals.
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Sneakpreview April 2022
The work on the new proposal editor is progressing nicely. Curious? See some new features in the second sneak preview: Sneakpreview April 2022.
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Sneakpreview February 2022
A completely new proposal editor & viewer has been working hard for months. It will take a while before you can start using it, but today you can already see a first sneak preview. Check some new features on the following blog: Sneakpreview February 2022.
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Maintenance
Another maintenance update has been made this week. There are no major changes, but mostly minor optimizations.
Work in progress on the new proposal editor
Behind the scenes, we are working hard on a completely new proposal editor. Most of our focus will be in the development of the editor in the coming period. Stay tuned for the sneakpreview
Read more
Work in progress
Another maintenance update has been made this week. There are no major changes, but mostly minor optimizations.
Work in progress on the new proposal editor
Behind the scenes, we are working hard on a completely new proposal editor. Great steps are being taken and a number of much-requested features such as a comprehensive undo history are currently being implemented. Most of our focus will be in the development of the editor in the coming period.
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Maintenance Update
Just now we pushed a new update. Its a maintenance release with no big changes.
- Added email link support in editor
- Correction of link in email when customer first views proposal
- Formatting pricing table rules via API optimized
- Several infrastructure optimizations
Work on new proposal editor started
Behind the scenes, a completely new proposal editor is being worked on. This creates a foundation for many future extensions and allows you to create multiple types of layouts yourself. The new editor is rebuilt from scratch, which takes a lot of time to do this right, hence other updates are limited to the minimum until the editor is ready. All feedback we received from users about the editor, of course, are included in the new editor.
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