We've introduced new Rate Visibility features within SitePad Quotations, giving users better insight into pricing when selecting an Asset Category or Asset.

What's New:

• Rate Visibility in Search: View target rates directly within the Asset Category and Asset search dropdown when building a quotation.
• Rate Intelligence Panel: A new panel provides a breakdown of relevant pricing information for the selected item.
• Rate Sources: View where the suggested rate originates, including global category rates, customer-specific rates and rate cards.
• Previously Accepted Rates: See the last agreed rate for the selected item, helping users understand what the customer has historically paid.
• Target Rate Comparison: Automatically compare the previously accepted rate against the current target rate, highlighting any difference.
• Quotation History: Access historical quotation rates to support more informed pricing decisions.

Benefits:

These enhancements help sales teams make better pricing decisions, maintain consistency across quotations and identify opportunities to improve hire rates.

By comparing previously agreed rates against target rates at the point of quoting, users can quickly identify where pricing is below target and make informed decisions before sending a quotation.