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Generating Amendments for Existing Contract
- user can add new amendments to existing contract
- new amendments will update the original contract
Quotes Management
- user can create quote from opportunity
Partnerships
- Track opportunities beneath partners
- Note partnership cooperation terms
- See all customers acquired from the partnership
- See all opportunities generated from the partnership
Send a Quote to the Customer
- user can generate a quote from template and send it to the customer through email
Address Autosuggest
- user will have address autosuggested during the input
Document Content Management
- Manage templates
- Prepare content blocks for individual templates
- Preview the document
Polish Translations
- application will be localized in Polish language
Integration With Document Library (SharePoint Online)
- users can access documents in SharePoint Online in the context of the TALXIS Applications
Contract Approval Process
- user can start review process of a contract
- there can be multiple review rounds
- there can be multiple reviewers dynamically added to contract
- everyone with access can collaborate on the contract in SharePoint
Tags
- ability to add tags to a record
- support for accounts, contacts, leads and opportunities
Company Autosuggest
- user will have company name autosuggested during the input
- all data will be fetched from publicly available registers and stored during save operation
Resource Scheduler
- user can schedule resource to project task created from work break-down structure
- bookings are created if resource is scheduled
- appointment is created in resource's Microsoft 365 calendar
Signing Contracts with iSmlouva
- user can send the contract for electronic signature
- once the contract is signed, user is notified
- everything is managed in TALXIS Contract Module
- iSmlouva is used as a signing solution
Subscription Management
- Subscription plans
- Automated record creation each billing period
Kanban Board Control for Opportunities
- users can move an opportunity (record) between lanes
- lane represents a stage in a business process flow
Sales Orders Management
- user can create order from quote
First Run Experience
- users are guided through the applications
- features of the applications are explained
Czech Translations
- application will be localized in Czech language
Work Break-down Structure
- user can break-down work on projects
- user can request resources for the work
Synchronization with Toggl
- user can track time via free Toggl application
- all time sheet entries are synced to TALXIS Project
- business intelligence can be built on top of the data
Purchase Orders Management
- users can create purchase orders
- approval can be started
Simple Product List
- user can add new products
- these products can be used on opportunities, quotes and orders
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