What's new in Offorte

A new functionality has been made available that allows you to use Two Factor Authentication (2FA) for logging in. In addition, performance has been improved when creating a proposal, it is now clearer where a design is used when you want to delete it and you can export the Insights to Excel.

2FA Explanation
You can activate 2FA at account level and at user level via the Account settings. There are two options: Promote and Required. When Promote is active, the user is not required to use 2FA. With Required, he/she must use 2FA.

Once 2FA is enabled and a user logs in, they will be asked to perform the 2FA registration.

If a user accidentally can no longer create their codes (e.g. by deleting the Google Authenticator app), an admin can reset the 2FA for that user in the user management.

In addition to minor improvements, the create proposal screen has been improved in terms of contacts entry. You can now also enter the optional fields directly and the system will remember your preference in terms of contact type.

Tip: Configure the required fields via Settings > Contacts (for Premium subscriptions)

Better structure for your organizations and people and a tighter separation between consumers and business contacts. Read more about all the new functionalities in the next blog: Upgrade of customer management and functionalities

As you may have read in the newsletter, we have started developing improved contact management. During the work we implemented a performance improvement that we were also able to implement immediately in the current management. We did that and this update has just been implemented. Offorte users with a lot of contacts will especially notice this improvement.

Recently we have implemented various small improvements and optimisations. A new feature has also become available today: a Recycle Bin for your proposals and contacts.

That is how it works
When you delete a proposal and/or contact, they will be moved to the recycle bin. Only after 14 days is the bin permanently emptied. If you have accidentally deleted something, you can undo it via Settings > Trash. The trash function currently only works for proposals and contacts, but not yet for other things such as favourites, templates, etc. These are on the roadmap to be added.

Another maintenance update has been made this week. There are no major changes, but mostly minor optimizations.

Work in progress on the new proposal editor
Behind the scenes, we are working hard on a completely new proposal editor. Expected release date is Q1 2023

This update includes minor updates & optimizations. As mentioned earlier, almost all the time currently goes to the development of the new editor. Nevertheless, a new functionality has also been added to Offorte today.

It is now possible to give a user the profile: restricted_user. When a user has that rights profile, he/she can only see and change their own proposals.