This new module allows to manage quotations that will be sent to clients for different types of projects.
A margin calculation sheet helps to measure the profitability of the projects.
An internal validation process can then be used to authorize the offer before its sending to the client.
Once sent, the current commercial status can be defined for each offer.
The scope of possibilities of our API has been extended.
More data within profiles can be exchanged.
A geographical range has also been added for filtering the location of jobs on a website.
Profiles assigned to projects can be filtered out through their end date.
All employees that will be out of project soon can be listed very easily using this filter.
KPI & detailed action reports
Our list of predefined reports has been extended with 2 very useful exports.
The KPI report displays relevant weekly activities by user. The type of activities can be selected in the configuration.
The Detailed Action report will list all relevant activities performed by a user with detailed information. This scope of actions can be configured.