Improved quote product management to enable adding and editing products within a single screen.
New tiled overview section is available on the quote screen to display quote value information such as total, discount, tax etc. Product fields are now easily editable where users can expand quote lines and update product information within the same screen and reorder products using drag and drop. Click here to find out more.
Now Available in Gold-Vision 8 with process improvements
AdobeSign integration enables users to send and receive documents for online signature directly from Gold-Vision. A new E-Sign section can be added to screen design onto any relevant Gold-Vision items to keep track of sent and received documents. Signed documents are automatically saved on Gold-Vision for further use. Click here to find out more.
Integration now available offering users the ability to synchronise customers, suppliers and transaction history with Gold-Vision and vice versa. Quotes can be pushed to Navision orders/blanket orders/ call-off orders and products can be added in real time from Navision. Accounts’ key financial information is available within Gold-Vision making invoice processing more accurate and efficient.
Gold-Vision's click-to-dial functionality can now be integrated with third party phone systems that support API or url-based dialling. Easily enabled from the Integrations Storefront. Please contact us to find out more about integrating your phone system with Gold-Vision.
New Authentication system, allowing users to login into all Gold-Vision product range with one account, adding an extra layer of security with two factor authentication. Support for Active Directory / Azure authentication to use your existing business login for Gold-Vision.