In continuing our Táve 3.0 preview series now that we’re in beta, I’d like to share one of the most powerful new features in Táve 3.0: the Live Quote Editor! (We shared these screenshots in the members-only section of our Helpdesk last month, but the feature is important enough, and exciting enough, that I wanted to publish them to our blog for all to see, especially since many members may have missed it in the forum.)
A basic quote in our new Live Quote Editor
Right off the bat you’ll notice a small but important addition; an option to save the quote as a template. This option has been added to both individual quotes and entire proposals. Once selected, you can quickly create a new quote simply by selecting the template from a dropdown that you’ll find next to any “New Quote” or “New Order” button, including the “Book Order” button on the new New Lead Wizard. Once you have a few templates set up, you’ll be flying through the new lead process.
The second important addition to note is that you can now hide configuration of individual items, as indicated by the blue carets. What’s more, they aren’t hiding a simple configuration overview as you’re used to in Táve 2.9, but instead hides the full editable configuration and pricing details for the item. Packages take that even further and list each included product as re-configurable sub-items! Let’s take a look…
Configure everything instantly! Product configurations, packages, and discounts…
Where to start?
Any time you change a price, discount amount, or product configuration, you’ll see the change reflected in the total instantly. Going to a separate configuration editor and back again just to tell your client how that album or package upgrade will affect their quote is a thing of the past my friends!
We’ve extended discounts to include percentage based discounts as well as the usual fixed amount discounts–a popular feature request amongst our users! We’ve even included the package discount as an individual line item so you can modify that on the fly too. Another new package-related feature (configured in settings) is the option to show these package discounts as line items and to show all package line-item prices outside of the quote editor, places like Client Access, print-outs, and emails.
Speaking of working with your clients to create a quote; Táve 3.0 has improved on our “Client-Safe Mode” feature located in Táve 2’s Settings, by placing a badge for it up top in the navigation bar. Click the shield at any time to toggle the mode without leaving the page you’re working on. Once enabled, we hide information we don’t think you’d want a client or prospect to see, such as cost, revenue, and balance columns in the various section homepages and lists (balances and totals, but not costs and expenses, still show up when you access an individual contact or job profile, as we assume it’s that client’s profile you’re accessing).
When it comes to Client-Safe Mode in the new Live Quote Editor in Táve 3.0, we hide the the Cost and Profit columns so you can safely edit the quote in front of your client.
Another new feature with the quote editor, is the ability to go directly to a booked order, completely skipping the proposal phase. It’s as simple as heading to the Orders page and clicking “New Order”, optionally starting from a saved template.
That’s it for this week’s preview. Stay tuned to our blog for next week’s preview of Proposals, another exciting addition to Táve 3.0, and don’t forget to join the Táve Newsletter! Show your love for the new Live Quote Editor, click on the Facebook “Like” button: