1. Dashboard Enhancements:
The redesigned dashboard offers quick access to the information you need. Key updates include:
- Improved Filtering: Each chart now has better filtering options to help you quickly find relevant data.
- Trending Reports: New trending reports give insights into performance.
- Recently Accessed and Created Dashboards: These allow you to quickly return to proposals you've recently worked on.
2. Proposal Management:
Managing proposals has become a smoother process with several new tools:
- Search Box: A search box is available across all screens to help you quickly find a proposal.
- Bulk Actions: You can now apply actions to multiple proposals at once.
- Enable/Disable Proposals: From the manage screen, you can enable or disable proposals with ease.
- Advanced Filtering: The new filtering options allow you to refine your search and get the exact results you're looking for.
3. Simplified Proposal Creation:
Creating proposals is now faster and simpler:
- Merged 'Client Info' and 'Recipients' Screens: These sections have been combined into a single screen, reducing the number of steps in the proposal creation process.
- PowerPoint Integration: You can now generate PowerPoint presentations the same way you create Word documents. Additionally, you can reorder slides and select specific slides using the new Split tool.
- Advanced Merge Document Tools: These tools now open in full-screen mode, making it easier to view and manage your documents with reduced scrolling.
- Microsoft Word Merging: You can now merge multiple Word documents into a single file directly from the creation screen.
- Document Management: The proposal now features enhanced document management with check-in/check-out capabilities.
- Proposal Versioning: Revisions can be tracked and old versions of the proposal are accessible, not just in PDF format but throughout the entire proposal. This feature is available to Enterprise users (contact support for training and activation).
4. Enhanced Viewer Experience:
The viewing experience has been revamped:
- Continuous Scrolling: No more page-by-page navigation; you can now scroll seamlessly through your document.
- Quick Links: Jump directly to specific headings within your proposal.
- Word Document Navigation: Navigate directly to sections in Word documents based on headings in the navigation panel.
- Improved Interface: The viewer now has a more intuitive and user-friendly design.
5. Proposal Sharing and Email Features:
There are now more options for sharing and managing proposals:
- Proposal Expiration: You can set the expiration date for proposals directly from the email screen.
- Proposal Sharing: Share proposals with other users who typically wouldn't have access to them.
6. Download Experience:
The download process has been upgraded:
- Document Preview: You can preview a document before downloading it, making it easier to check content before saving.
7. Analytics and Tracking:
The analytics section has been completely overhauled:
- Modernized UI: The design of the analytics pages has been updated for a more streamlined experience.
- In-Depth Tracking: Sleek dashboards help you track and follow up on proposals more effectively, improving responsiveness and deal-closing rates.
Conclusion:
Thunder's new features and improvements aim to streamline the proposal process, enhance document management, and provide better analytics and user interface design. These updates are designed to help users save time, make more informed decisions, and ultimately close more deals.
For more information or any questions, feel free to contact support@clientpoint.net.