News - September 2018
The process of creating and sending quotes easier and more automated
As you already know, in Osmos we have only one task, to make the process of creating and sending quotes as easy and automated as possible so that you can take advantage of the time that we save you and use it in whatever you want;)
In each chat, conversation and interaction that we have with you we listen and identify functionalities that could be useful for you.
Here the list of new features to come by the end of September. We will be creating the mini videos of "Discover Osmos" and adding these features in the user guide.
- You now can update in bulk your product and service catalog. This means that you can download your catalog, modify it in Excel and upload it back to Osmos to update prices, costs, descriptions, etc.
- You now can visualize your password when initiating the session.
- You can customize your quote template even more. You can now hide the customer's billing address, shipping address and / or contact information. You can also hide from the header your phone, website and email.
- We added a new cool functionality in product and services comments when creating quotes. Now every time you write a comment on a product it will be saved in a database, so when prepare another quote with the same product or service you will not have to rewrite the same comment. You can select the ones you have already saved in the list or add a new one.
- You can now know your cost and profit for each quote. This option can be assigned individually to users.
- Notifications of the interactive buttons will appear with the same description assigned to the button.
- You now have a log that will show you the date and the user that sent the quote. This way you can identify if they were sent, when and by whom.
- You can delete your list of customers, prospects and product catalog to start from scratch.
- We added and removed buttons on the home screen giving you access to the functions that you use the most, such as editing quotes, creating customers and viewing quotes.
- Your business logo will now appear within the main interface at no cost.
- We added the list of states/ provinces for our clients in Colombia, Chile, Panama, Costa Rica and Peru.
- All new Osmos accounts will be automatically fully customized based on the country and business segment saving you more time.