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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Update
A new update has been released which, in addition to various technical optimizations behind the scenes, also makes some new functionalities available.
Below is an overview of the most important improvements:
- Account settings: There is now the option to set an image of your signature for the agreement page
- Email: the links in the notification emails now refer to the proposal details
- Personalization: a page number tag has been added
- Automations: when copying an automation from your favorites to a proposal, the date is set to the future
- API: if you try to create a business and it already exists, you will now get the ID of that existing company
- Webhooks: the option to set the content type of the message has been added
- Various small optimizations
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Trends & Insights
To give our customers more insights, we have developed a new feature that is packed with valuable data. Data that allows you to see how you stand in terms of sales and what expectations are. The information gives you important details about what you do well in the proposal process and where you can make improvements. The new feature is immediately available to all Premium users. Read more about these new Premium features on the following blog: Trends & Insights.
In addition, various adjustments have been made:
- Total proposal amount is now automatically updated based on your proposal content with possibility to manually override this amount
- Status changes are now more fully logged in the proposal history and have been added retroactively based on averages
- Preview bar in proposal view if you are logged in as Offorte user
- Several error fixes and improvements
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Multiple signers
The main role in this update is the ability to make one or more signers mandatory before your proposal is accepted. For example, you can now assign multiple people as needed to sign, and you can configure contacts so they can only see the proposal, but not sign it. Further, small optimizations and improvements have been made:
- With favorite proposals you can now better set the default design and text templates used, these are also used when creating a new proposal
- In the favorites pages and paragraphs you can now also set the design and text templates
- There is now the opportunity to copy a design template
- The proposal in the API shows the price table ID
- Several small improvements
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A.I. Textwriter
We make writing your proposal easier with a new tool that uses artificial intelligence to help you create texts. The new function writes texts and variations for you based on a little bit of human input. Use the tool to get started and brainstorm together to create the perfect text. Read more about this new innovative tool on the following blog: AI Textwriter.
Various optimizations have also been carried out and small functionalities have been added. The most important items are:
- Detection of multiple proposal editors who want to change the same proposal
- Various international settings improvements (date, timezones, price formatting, etc.)
- Language selection when creating a new text template
- Infrastructure improvements
- Several minor bugs fixed
- New video tutorials
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