Enhanced Proposals and Estimates: Mobile Compatibility and Hyperlink Support

We are thrilled to inform you that we have made some exciting enhancements to our Proposals and Estimates features. Understanding the increasing importance of mobile browsing, we have updated our platform to allow customers to review, accept and sign proposals directly from their mobile devices.

Not only that, but we also made the documents completely downloadable in a PDF format after they are signed and sealed. This new feature gives proposals and estimates a professional finish and makes them immediately accessible for future reference. The image below showcases the seamless mobile signing experience:


In addition to the improved mobile compatibility, we have also rectified the ability to insert hyperlinks within the documents created. Now, while drafting proposals and estimates to potential leads or existing clients, businesses can easily insert clickable web links. These links can be directed towards important resources, your corporate website, or any other online reference, thereby providing your clients with all the information they need at their fingertips!

The following image depicts how businesses can insert hyperlinks when creating documents:


With these new enhancements, SMBcrm continues to improve user experience and streamline business operations. If you want to get the most from your SMBcrm experience, you can request a demo from our team and we would love to walk you through what we offer.

Also, in case you missed it, check out our previous product update where we have introduced seamless proposal and estimate creation for your business.