Offers: Confirm Offer Modification
- New Feature: A new confirmation modal has been integrated into the offer editing process. This functionality acts as a security validation before persisting changes.
- Description: Upon clicking the “Update Offer” button, the system will display an interactive message requesting user validation to proceed with saving the information.
- Objective: To prevent accidental data overwrites and ensure that every modification to the document is executed intentionally.
Add Image
- New functionality: integration of a tool for uploading images into sections.
- Description: a new control has been enabled in the editor’s toolbar that allows visual files to be inserted directly into the body of the offer.
- Specifications:
- Supported formats: full support for .png, .jpg, and .jpeg files.
- Interactivity: direct access through the “Upload Images” icon with real-time preview inside the editing area.
- Objective: to facilitate the creation of more dynamic and personalized offers through the use of visual assets.
Offer Download and Security (AWS S3)
A new export capability has been integrated into the Offer Management module, allowing users to download their commercial proposals in two of the most widely used corporate formats:
PDF Download: Generates an optimized read-only file for official distribution, ensuring the design and structure remain fixed for the end client.
Word Download (.docx): Provides an editable version of the document, facilitating external reviews or manual adjustments outside the platform.
Access Interface: This function is intuitively available via a dropdown menu located on each offer card, identified by the download icon.
- This guarantees historical file availability and enables more secure and scalable digital asset management by centralizing resources off the local server.
Offer search engine
A new data search and segmentation system has been integrated into the Offer Management panel, designed to maximize operational agility when handling large volumes of information:
Dynamic Search: implementation of a text field that allows users to search offers by name or keywords, enabling immediate identification of specific templates.
Project Segmentation: a dropdown menu has been added to filter content by the linked project, providing an organized view of documents by client or initiative.
Definition Filter: incorporation of a “Definition” selector that allows offers to be classified according to their typology or initial configuration status.
User Interface (UI): the design groups these tools centrally at the top of the module to ensure an intuitive and interruption-free workflow.
AI-Powered offer generation
We have introduced an improvement in the Offers area to make it easier to start an offer when no template is used, automatically providing offer content based on the information defined in the project.
From now on, when accessing an offer, if the user completes the initial form by selecting a project and a definition but does not choose any template to begin with, a new button will appear on the next Sections screen in the upper right corner: “Generate sections with AI.”
When this button is clicked, a request will be triggered that returns a proposed set of sections with their corresponding content, automatically generated based on the information defined within the project.
AI-Powered section content generation
In this version, a new feature has been introduced to generate the content of each section based on the project context and the section title.
When the user accesses the Sections area of the offer, a “Generate with AI” button will appear, enabled once the section title has been entered.
When the request is made, our agent will populate the section content with the relevant information from the project.
Header images in offers
Users can upload the logos of the companies involved in the offer so that these two icons appear in the header of all offer pages (except for the cover and index).
To configure the images, a new section has been added to the offer creation form, allowing users to upload both images as shown in the example.
