Clients of OKARGO have been using the built-in quotation module for some time now, saving significant amounts of time and enjoying the user-friendly interface. Nevertheless, since innovation is a core company value, the Development Team continues to working on further enhancing the tool with additional features. Most recently, the ability to create Master Templates has been added. Whilst creating templates has been available for some time now, these templates were only linked to the users that created them. Now, the quotation manager can make “Master templates” available to the entire company, i.e. all company users. This eliminates duplicity, e.g. two Sales Managers taking care of the same client.
Create a master template for the entire company