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Link Version 1.0.0

December 31st 2024

Welcome to Link version 1.0! This initial release introduces a robust and user-friendly platform for brokers to manage their proposals, quotations, and associated workflows efficiently. Below is a comprehensive summary of the features, functionalities, and enhancements included in this release.

Key Features

  • Dashboard Overview

    • Centralized dashboard with a snapshot of ongoing activities, proposals, quotations, and document statuses.

    • Key metrics and notifications for tracking pending tasks and updates.

  • Workqueue Management

    • Organizes tasks into tabs:

      • Track Proposals: Displays all proposals with their statuses.

      • Dealer Proposals: Shows proposals submitted by dealers, only those in the "New" state.

      • Draft Proposals: Lists proposals that are still in progress.

      • Quotations: Consolidates all generated quotations for easy access.

  • Proposals and Quotations Creation

    • Streamlined interfaces for creating new quotations and proposals with intuitive forms.

    • Allows users to input client details, asset types, financial parameters, and upload documents.

  • Document Management

    • Pre-configured document slots for uploading mandatory and optional files.

    • Real-time status updates for missing or uploaded documents.

    • Diary feature to track document-related changes.

  • Advanced Search and Filters

    • Search bar in each Workqueue table for quick filtering by proposal name, customer name, or last updated date.

  • Actionable Ellipsis Menus

    • Options for each row in the tables, such as:

      • View/Edit

      • Manually Change Status

      • Clone Proposal

      • Convert Quotation to Proposal

      • View Proposal Summary

  • Real-Time Notifications

    • Notifications for task reminders, missing documents, and status updates to keep users informed.

  • User-Friendly Interface

    • Clean, organized design that improves navigation and reduces the learning curve.

Improvements and Functional Updates

  • Manual Status Update: Enables users to update proposal and quotation statuses for improved tracking and administrative control.

  • Clone Proposal and Quotation: Simplifies workflow by allowing users to duplicate records, reducing repetitive data entry.

  • Create New Proposal/Quotation Options: Accessible at the bottom of the respective tabs for efficient creation workflows.

Known Limitations in Version 1.0

  • Deletion Restrictions: Quotation and proposal deletion is not available in this release to maintain data integrity.

  • Document Upload: Users can only upload pre-configured document types. Adding new document categories is currently unsupported.

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