Sending and presenting a quotation to a customer is a crucial step in the sales process. Both your communication and the quotation itself need to be clear and professional since they represent your business and the quality of work you deliver. As with all first impressions, you’ll never get a second chance to make one. That’s why our new and improved CloudSign platform guarantees a first impression that lasts.
Juggling multiple projects at once and often don’t know where your head’s at? Teamleader’s Cross-projects Timeline visualises all your projects, making it easy to spot gaps in your planning, or which project needs your attention.
Stop wasting time sifting through bank statements and complicated Excel sheets to find out your business’s income in the upcoming months and start forecasting the easy way with Teamleader’s financial forecast. You get a clear and up-to-date overview of how much money you can expect to be paid in the current and upcoming two months, and you get to throw out those Excels!
A few months ago we introduced you to the Work Breakdown. Since then, we have gradually improved this helicopter view of your project. Since this page is the axis around which your entire project revolves, the Work Breakdown has been given an even more prominent place.
Your deals get the attention they deserve. With a restyled deal overview and a brand new detail page per deal, you’ll never lose sight of a single detail.
As a project manager, you like to be prepared. Great news: with Teamleader’s new Work Breakdown you create clear estimates of the necessary work and you keep all of your projects perfectly under control.