Táve 3.0 Preview: Client Access in Beta 5

With our final and largest beta being readied for release to our beta testers, today’s 3.0 preview post will be longer than usual as Beta 5 covers a lot of ground.

Beta 5 is all about the client facing items. Proposals, questionnaires, invoices, and contact forms are all added or recreated with this release. Client Access as it was in T2 is no more. With T3, clients access items directly, be it an invoice, a questionnaire, or a proposal. With this, Brands become much more important and far more powerful.

In T3, your public look and feel, your contact information, and even custom domains are all determined by the brand. As part of this, we’ve added more color and image settings, including separate email and printout graphics (as well as container HTML for emails and printouts in the advanced configuration page).

With these options you can easily create highly customized pages without ever touching the advanced configuration page. With the exception of the invoice screenshot that illustrates how customizable the design is, all of the screenshots below use the default options. If you don’t provide a page background, we add a texture to your background color to make the page a bit less plain.

We had to change the proposal editor inside the app (compared to the prior version) to handle the additional features. The advantage of the new layout is we can show more information on the page.

When you hover over the recipient, several icons appear, including one to email an invitation to the recipient and another to open the direct link in another window. Using the Email Proposal button at the top, all of the recipients will be sent their own trackable direct link in an email you compose. Unlike T2, there isn’t a preview mode as that often caused confusion for users, instead we added a button to resets the statistics for the proposal. Clicking on the direct link icon pulls up the proposal either on your brand’s custom domain or its secure tave.com subdomain.

In this example proposal, I’ve provided two quotes, which are displayed along with my introduction (the order is customizable too, another new feature in T3). You’ll notice that the links showing the steps to book the proposal are now textual, allowing your brand to completely customize the look of them, a welcome change from T2 with its hard-coded Client Access navigation design. The orange colors in this Brand come from the default accent color seen in the first screenshot above.

The contact information below the page is all configured on the Brand as well. The screenshot above highlights two completely fictional quotes, one using a package and the other not. There’s an option to show individual package item prices as well as the package discount, but it isn’t enabled in this screenshot. Another new feature here is the ability for your client to explicitly decline a quote, which may provide more insight into what your client’s are looking for. The final item in the second quote, “Wedding Art Prints”, is followed by a description from the new product editor.

In the next screenshot, the client has selected the Gold Collection above and is prompted to select the payment schedule that works best for them. If you only added one payment schedule to the proposal they skip this step and continue on.

The subsequent pages are exactly what you’d expect, so I’ll skip them here, but the configuration for two of the steps are worth highlighting. Contracts have been improved with more explicit “initial here” boxes, many more placeholders, a copy of the sales order, and 1-4 signers (T2 was only 1 or 2, and it could only be set on the contract itself). Here’s a small clip from the Proposal’s contract editor, where you can configure those signatures and preview the quote based on which quote and payment schedule are selected.

The payment system in T3 has been enhanced to add an “Offline Cash Payments” option and you can now enable multiple payment options, so your client can select to mail you a check, pay with PayPal or Google Checkout, or use a credit card with your merchant account.

To illustrate just how customizable the new client facing pages are, here’s an invoice page using Karen’s brand design. When you or your workflow email an invoice to a client, they receive a direct link to this page.

There you have it, the highlights from the final Táve 3.0 beta!

 

Táve 3.0 Release Plan

With only a few small exceptions, like simplifying the new New Lead Wizard, this beta essentially brings us to feature complete status. That’s quite a milestone when you consider my very first code submission labeled as 3.0 was on November 2nd, 2009 (changelist 3009 and we’re on change 5960 now, though we did release 2.8 and 2.9 between then and now it still illustrates how nearly as many changes have gone into 3.0 as have gone into all prior releases combined).

We’ll be working out the details and scheduling of the public release over the next couple weeks and will post more details about that then.

29 replies
  1. Francis
    Francis says:

    Ho can’t wait! Glad to hear that the release is near!! finally!! I guess I’m gonna be checking you facebook page quite often this month.

    Love everything of T3 so far!

  2. Kara
    Kara says:

    This looks amazing. You guys have been working so hard and I’m incredibly excited to start using the system when it’s ready. Go you clever things!

  3. Emma
    Emma says:

    Wow!! this is awesome! So can’t wait – thanks so much for your hard work you’re putting in and your late night skype convos!!

  4. Stefan Segers
    Stefan Segers says:

    I hope it’s possible to skip the invoice and payment stuff? The problem is that not everything in the studio is done will be noted in Tave but is invoiced. Second invoices and payments in the USA are different then in The Netherlands.
    For now it’s possible to disable invoicing, so I hope this still will be a option?!

    • Adrian Ziemkowski
      Adrian Ziemkowski says:

      Yeah it maintains those capabilities. You can prevent all payments by not setting up any payment options besides the offline payment option (which you can customize the name and instructions for, as shown in the screenshot above) or just like T2 you can limit it to only accepting the retainer online (now configured at the brand level).

    • Wes Craft
      Wes Craft says:

      Everything looks great. My wife and I are excited to implement it. Hopefully it drops this winter so we can get to know it in the off season. Thanks for all your hard work!

  5. carli
    carli says:

    Incredible changes! Looks fantastic! I’m already happy with the current Tave so to see even more improvements is super exciting! Thanks for all of your hard work! Looking forward to referring you guys even more!! Thank you!!

  6. Tony
    Tony says:

    @Francis: A couple of Weeks means A couple of Months for Tave.

    @Tave developpers: I truly respect your work but stop putting the cart before the horse by announcing that releases will be in weeks times when it is never going to be on schedule…

  7. Ric Mershon
    Ric Mershon says:

    Hey Tony,

    I think you mean a couple weeks means a couple years. They have been talking about Tave 3.0 for almost 2 years after all. So many times I’ve been ready to jump ship, but I’ve bought into the rhetoric. I’m hoping for something soon.

  8. Jason Pirkey
    Jason Pirkey says:

    olesha, Francis, Tony, and Ric:

    First off, Happy Holidays!

    For some reason we have not been getting the email notifications that comments were posted here on the blog. So, I apologize for that. Adrian and I have had our heads deep in final development of T3 and I was caught up with the T2 migration to AWS a few weeks back, so I will have to look into why we are not getting the emails.

    We have been posting a few updates on Facebook, but mostly just us responding to customers. As always, customer service is number one for us and while we may not blog much right now, all help desk tickets are answered pretty quickly and this is the preferred method of communication since it is tracked much easier — especially if you are looking for a prompt response.

    As far as where we stand, we have launched a few select studios meeting specific test criteria live on T3 and they are using it currently — we will do a blog post regarding this soon.

  9. Geoff Ball
    Geoff Ball says:

    mocotton: When you access Tave 3 from your iPhone, it looks like and works identically to the website. You can bookmark a link to your main screen, which makes it work just like an app. So, although they potentially could produce an app, there’s really no need. Hope this helps!

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