Web App 3.2.1
The web app follows in the steps of our Android update, with improvements to the Sales Order Forms, Product and Documents sections.
- Rearrange the Sales Order lines: We added a drag and drop feature for the lines in Sales Order Forms.
- Organize product offerings: It’s now possible to filter product offerings to sales reps based on their territory, location, language or any category of your choice. This ensures irrelevant products no longer appear on a sales rep’s order/product page.
- Documents: Signature will not appear on downloaded documents if they are unable to be signed: Documents will be automatically downloaded once clicked on (you no longer need click the download button). Also, in the Documents widget the option to sign (for clients that have an integration to sign-off products) will disappear from documents that are not possible to sign to avoid an error message (for example, with “Signaturit” it is not possible to sign an Excel file).