Homepage
The Homepage has been updated with a shortcut function of PASconcept features which gives you direct access to selected sections. Furthermore, an updates section about PASconcept latest functionalities has been added to the Homepage so you can be up to date with all new improvements added to the software. Additionally, A house icon is now available on the top left hand of the screen to easily access the home main site.
Activities
Activities can now be cancelled by clicking on the “x” icon located on the right hand corner of each activity. Also, you can now execute email activities such as sending product information emails to clients directly from the PASconcept platform. These can be completed using the envelope icon that appears on the activity right hand corner as well.
Dashboards
A new section called “Opportunities” has been added to the Dashboard. Using the Opportunities Funnel Chart (opportunities dashboard), you can view the natural progression of a client starting from Opportunities to Proposals to Awarded Projects.
Proposal Signatures
This feature that already allows users to generate digital signatures, can now create unique signatures that can be associated to Employees/Users of PASconcept. If active, these signatures can be automatically added to proposals.
Project Tags
In order to increase the value of the information of clients and proposals, tags can now be used to categorize each profile. Companies can configure up to 9 unique tag categories but the software will only show the active categories.