New features 2022.08

Version update: possibility to send sales documents with contract; feature that allows to count goals based on a specific customer; the ability that allows to convert a commercial proposal into a project several times.

Hanna system has been updated with new functions: possibility to send sales documents together with contract; feature that allows to count goals based on specific customer and the ability to convert a commercial proposal into a project several times.

Sending sales documents with contract

Hanna Contracts module has been improved – we added a possibilty to send the contract together with sales documents. With this feature you can prepare contracts related to invoices and send the created documents to customers.

Goals count based on a specific customer

Hanna has added another improvement – ability to calculate goals based on a specific customer. Count created contracts, completed tasks, sales, approved commercial offers and e-mails amount related to the specific customer.

Converting a commercial proposal to a Project

Hanna has added another improvemet – ability to convert a commercial proposal into project even several times! Created projects will be displayed at the commercial offer view.

Please share with us, what new features you would like to see in the future – we will be glad to take your ideas into consideration when improving our system! Write us via email support@hannacrm.eu.