Product News

Quotes & Signoffs Now Available on Mobile [Beta]

jack
By Jack McClintock
UI / UX DESIGNER
Dec 19 2017 read
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Accelo has long offered the tools to better manage your business and operations - allowing you to focus the work you love. Part of that includes having access to, and the capability of, responding to client work from anywhere and at any time.

That’s exactly why we’ve given some much needed love and attention to our mobile app - so that you can continue to run a more efficient business with ease, especially when working on the fly!

Introducing Quotes & Signoffs to Mobile

Today we’re excited to announce the Beta launch of Quotes & Signoffs on mobile. This means you’ll have all the information you need literally at your fingertips whenever you meet with a potential client - which is paramount for getting the job done and focussing on the work that matters.

It’s important to note here that at this point in production, we’re only offered that latest upgrades to Quotes & Signoffs on mobile to our Android users. But don’t worry, the iOS update is on its way :)

Quotes

Easily accessible from the module menu, you’ll see a list of all of your Quotes inside Accelo and a filter option that can be applied to quickly find the quote you’re looking for. Alternatively, if you’re viewing a sale, you’ll see the quote linked there too.

You’ll also be able to see the financial details for each quote, including service and materials usage, as well as a link to download the PDF for a full breakdown of work and expenses.

Then when it comes to sending a quote, we’ve refined and simplified the process so that you can add recipients with ease! Now, every contact that you add will be a recipient, with the only decision being who will be an approver. This is divergent to the web app (but we have the work ready to go to improve it there too).

Oh, and there are a few fields that are editable with this upgrade, including editing the Quote Manager and Quote title.

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Signoffs

Get easier and faster approvals for your work and give your clients a place to make comments against attachments and work descriptions with our new Signoffs for Android!

While we’re still in Beta production, Signoffs will only be available for our Projects and Issues module, but will still give users greater control over the approval of work and client-to-staff engagement.

Easily view the attachments and files ready for your clients to approve, all from the Accelo mobile app. Then when you have an urgent question, send an email to the client against the signoff or open your app to see what's previously been sent by viewing your Stream.

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Both Quotes and Signoffs are in production Beta, so if you see any small quirks or are confused by something, please let us know at [email protected]. Alternatively, if you wanted to be part of our Beta testing group you can join our Android Google+ group here, or here for iOS.

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