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ChangelogQuotes are priced in your currency, and the demo follows one engagement end to end

Quotes are priced in your currency, and the demo follows one engagement end to end

Quotes in the customer’s currency. A new quote now carries the currency the customer reports in (pounds, dollars or euros), so a bid on a pounds account is no longer shown in euros. Its invoices follow the quote. A customer with no currency set still gets euros. The amount is the bid as entered, with no conversion.

One demo engagement, from first conversation to paid invoice. The demo tenant now holds Havenbrook Retail Group’s store staff scheduling engagement as one complete record, with its whole history:

  • the customer’s recorded requirements conversation;
  • the approved brief;
  • four matched experts and their bids;
  • the quote and its acceptance;
  • four delivery milestones and a resolved blocker;
  • the satisfaction response and four paid invoices.

Open it at any stage of its history to see the engagement as it stood then.

Richer expert cards in the demo. Every demo expert now shows a class (partner, freelance or internal), a day rate, availability, location and years of experience on the match and bid cards.

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