Ordering in quotes and proposals

The contents of your quotes and proposals will soon have the ability to be ordered.  What we have designed is a way to order your products or services in your proposal by priority. The image above shows a quote that needs to be ordered according to the customer’s requirements. You will see the up and down arrows […]

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Costing for setup fees and charges

Obtaining supplies from various establishments could mean setup fees and charges involved for each custom job that you do.  So how do you cater for this additional layer of complexity in your costing at the moment? With the Fortix Enterprise Platform, we have added some helpful fields for setting up your product costs: In the above image, […]

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Quotes miniSIT on contact page

Wouldn’t it be awesome if you can see all details about your customer on one screen? You can now see a Quotes miniSIT on the contact page (refer to image below). Now your users in any department will have access to all the data they need in one place: We're committed to sharing… Over the years we’ve learnt a lot about […]

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Edit resources from quotes

If you’ve ever been stuck preparing a quote to find out that something else needs changing before you can send it off? you are not alone!  We’ve listened to your concerns and we are making the quoting module even more user-friendly. The first step is to make resources are editable from the quoting screen.  There is a pencil icon […]

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Capturing product information during sales

Do you experience information loss between sales and manufacturing or production? Do you deliver customised goods and services to the market? Is your point of difference hard to handle when its crunch time? When it comes to customers and getting their orders right, it’s important to handle information efficiently. We have incorporated forms into our […]

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Numerical Responses

Responses to your questionnaires or surveys can now be forced to be numerical values to two decimal places. This is handy for those that work with our results that require ratings or answers in numbers.   We're committed to sharing… Over the years we’ve learnt a lot about growing a healthy business, so much we’re going to share […]

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Sections miniSIT

If you are on one of our educational or e-learning configurations, you will get the most use out of the new Sections MiniSIT. Now you can Create a New Form and see all your sections on the right hand side. The new miniSIT contains action icons which help users read, edit or delete sections when necessary. If you […]

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Re-Running Invoices

At Fortix, we listen to what our customers’ issues are experiencing and try to use automation to help them achieve their goals. When things go smoothly, automation can be a breeze – quotes easily convert to jobs and invoices are automatically created from the approved quotes. But what happens when your customer calls up and says their […]

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Updating Quotes for Sales

If you hate being redirected to a different page every time you click something, You will love this new feature! With the latest Update command on our quoting module, you can now cater for your most discerning customer. When that customer calls in with over 20 changes to the proposal, no problems! Just update! This magical button will do what […]

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Automating Sales (Pt 1) with Opportunity Co-Owners

If your organisation works with other businesses in business development opportunities, you will enjoy the new addition to our process building functionalities: Start your own Referrral Program Sales mean commission, but how do you track referrals from outside the business?  With a Fortix Enterprise system, you are able to assign Multiple Owners to an opportunity. What does this means for you? […]

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