Sometimes it’s the little things that make your day. Our April version comes with a number of small goodies that are bound to improve your mood and user experience once you start compiling quotes and creating new products or services!
Let’s see what’s new in Scoro!
Quote name
You can now give descriptive names to your quotes so it’s easier to identify them. There’s a brand new quote name field for this. Whenever you create a new quote, Scoro will prefill the field with “Company name + quote” to automate the naming process. However, you can overwrite it with any custom title.
Quote names are shown in the quote list and the Pipeline view, so it’s easier to tell them apart. You can also search for quotes by their name via the search bar.
To automate the steps further, custom quote names will become project names once you turn your quote into a project.
Product view facelift
We’ve simplified the view for adding new products and services. It’s now less cluttered and the most relevant data fields are easier to detect. Less frequently used settings are tucked away at the bottom of the page and collapsed by default. The cleaner interface speeds up the process of adding new products.
You can add new products and services from Settings > Sales and finance > Products and services > New.
We’re working on…
- Resource booking at a project level. Improve your resource planning by assembling the entire project team and booking their time accordingly directly from the project view.
- Forecast budget burn. Monitor the expected budget burn rate based on work you’ve yet to complete to estimate whether your project is progressing within budget or if adjustments are needed to avoid overspending or overservicing.
- Salesforce integration. Manage your sales activities in Salesforce, then sync opportunities with Scoro for detailed quoting and project management.
- Improved PDF generation. Create and update templates with a new PDF generator, which makes customization easier, more intuitive, and more flexible.
Wishing for your improvement ideas to come to life on your Scoro site? Send us feedback.
❗Not to worry, if your Scoro site hasn’t been updated yet, the update is rolling out gradually over the next few weeks.
We do our very best to make Scoro better every day, so we appreciate your feedback. Let us know what you think at [email protected].
Want to learn more tips to use Scoro to its full potential? See these guides:
