In our brand new update, 3.10, we are bringing a host of new features to VGM that will let you do more with sales quotes while simplifying processes. We have introduced a customisable sales quotation grid, giving you enhanced visibility and a more organised way to manage your data. You’ll also be able to fully customise the details of your sales quotations, tailoring them to your business and customer needs.
Additionally, we’ve made it easier to transition from quotes to jobs, making you able to turn a quote into a job or booking in just a few clicks. These enhancements will make your workflow smoother, more efficient, and easier to use.
Exploring the new Sales Quotations features
Customisable Grid
By choosing which columns are shown, you can quickly assess key details, make informed decisions, and streamline your workflow, all within a single screen. Moreover, customised grids are saved against the user, so they can be quickly accessed across any device.
Customizable Sales Quotation Details
Tailor your sales quotations to meet your specific business needs. You can now modify the details of your sales quotes, ensuring they align perfectly with your operational requirements.
By selecting from a library of cards, you can customise the detail view of your sales quotations so you have easy access to the information that matters most. This feature provides greater flexibility, allowing you to present information in the way that best suits your customers.
Create a Booking or Jobsheet from a Quote
Transition seamlessly from sales quotes to actionable tasks with the ability to create a booking or jobsheet directly from a quote within VGM. This new feature eliminates the need for manual data entry, reducing errors and saving time. It simplifies the process of turning a potential sale into a scheduled job, ensuring that nothing slips through the cracks.
Join Us on the Journey Forward
Excited to try out these new features or want to help improve our platform as a beta tester? We want to hear from you! Your feedback is really important to us as we work to make our tools even better for you.
Just send us a message in VGM or email us at support@motasoft.co.uk to get started. Let’s work together to make your business more efficient and productive.
