MOCO Software News: New Features for Proposals.

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Quick Wins Around Proposals.

Software für Angebote – neue Features(English image not yet available)

Subtotal and Partial Total for Optional Items

Previously, items marked as "optional" were not included in the partial total and subtotal. Now, you can include optional items in the subtotal or partial total, for example, as a summary at the end of the proposal (1).

Variable Payment Terms

In proposal texts, the payment terms can now be used as a variable, similar to invoices (2). If the proposal is created without a client (with potentially different payment terms), the account standard will be applied through the variable.
Learn more about Standard Texts & Variables

Online Confirmation on Smartphone

The display of the proposal on smartphones during online confirmation via link was not optimal. Now, there is an option to download the proposal directly to the phone (3).
Learn more about Online Confirmation of Proposals

Extended Service Transfer from Proposal to Project

Services with the same name in the proposal can be optionally consolidated directly when transferred to the project.
Learn more about Service Transfer to Project
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