We are thrilled to introduce the latest enhancement to your SitePad CRM experience: the Quotations Quick View Panel on client records. This innovative feature is designed to streamline your workflow and enhance your interaction with client data, allowing for faster and more efficient access to critical information.

What's New?

The Quotations Quick View Panel is a dynamic new addition that enables you to instantly access and review quotations directly from within any client's record. This means less time navigating through menus and more time focusing on what matters most - your clients and their needs.

Key Features:

• Immediate Access: View all quotations related to a client at a glance, without the need to leave their record.
• Streamlined Workflow: Quickly review or edit quotations directly from the quick view panel, enhancing your productivity.
• Better Organization: All quotations are neatly organised and easily accessible, ensuring you have the right information at the right time.

How It Works:

Simply navigate to any client record in your SitePad CRM, and you'll find the Quotations Quick View Panel seamlessly integrated into the interface. With just one click, the panel expands to reveal a comprehensive overview of all quotations associated with that client, complete with essential details and actions.

This update is part of our ongoing commitment to providing you with the tools you need to manage your client interactions more effectively. The Quotations Quick View Panel is designed to not only save you time but also to provide a more cohesive and integrated CRM experience.