Táve 3.0 Preview: Workflow

June 14, 2011

Táve has always had a versatile product-based workflow, and with Táve 3.0 Beta 4 we’re taking that to a whole new level. First, we’ve moved the workflow from the product editor into its own editor. This has the advantage of letting you re-use and manage the same workflow across multiple products much easier than before. Then we [...]

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Táve 3.0 Roadmap Update

May 3, 2011

While we’re not ready to give an estimate on when 3.0 will be released, I’d like to shed some light where Táve 3.0 stands right now. The New Release Plan The last time we discussed how the 3.0 release was going to work, it was essentially the same as any other release in that all [...]

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Táve 3.0 Preview: Quick Response Templates

April 25, 2011

This week’s “Beta 3″ takes sending email, a top requested feature that’s new in 3.0, even further by letting you create message templates complete with an expanded collection of dynamic placeholders. These placeholders go well beyond what’s available in Táve 2 (as part of the contract editor) and are much easier to use. In this [...]

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Táve 3.0 Preview: File Management

March 22, 2011

Continuing our Táve 3.0 Preview series, this week we look into the new file and attachment management features in Táve 3.0. In Táve 2.9, you have to upload a new copy of a file every time you attach it to a job or client profile. This can eat up your space quickly if you’re adding [...]

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Maintenance Advisory: Sunday @ 3AM EDT (postponed)

March 10, 2011

We’ll be moving from our servers based in Dallas, Texas, to Amazon’s AWS cloud starting at 3am EDT (that’s one minute after 1:59am EST, as the U.S. goes to Daylight Savings Time at the start of the maintenance window. Click the link to view the time in major cities around the globe). This will be a 3-hour [...]

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Táve 3.0 Preview: Proposal Editor

March 4, 2011

We have another segment in our Táve 3.0 preview series here on the blog. Today we are sharing the Proposal Editor. This is a new addition which works a bit differently from 2.9′s method of inviting the client to their Client Access Portal. It is very powerful and adds many new features such as emailing recipients, [...]

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Táve 3.0 Preview: Live Quote Editor

February 18, 2011

In continuing our Táve 3.0 preview series now that we’re in beta, I’d like to share one of the most powerful new features in Táve 3.0: the Live Quote Editor! (We shared these screenshots in the members-only section of our Helpdesk last month, but the feature is important enough, and exciting enough, that I wanted to [...]

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Technical Notice: Change to hosted file URLs

February 18, 2011

We just published a small Táve 2.9 maintenance release that we felt needed a brief mention as it may affect or pique the interest of a few of our users. Release 2.9.5 moves all user uploaded files and email attachments into Amazon’s S3 service. When you or a client accesses one of these files, they’ll [...]

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Táve 3.0 Preview: Questionnaire Editor

February 12, 2011

As part of our Táve 3.0 preview series during the beta, I’m excited to show off a feature that I absolutely LOVE and can’t wait to use in my day to day business life…. Questionnaires! This long-awaited feature is, in my opinion, the best new feature of Táve 3.0. It’s just awesome! You can create [...]

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Táve 3.0 Goes Beta

February 4, 2011

I promised to update the blog when Táve 3.0 went to beta, so I’m pleased to announce that we officially launched Táve 3.0 Beta 1 early this morning. As mentioned in previous posts, the T3 beta is limited to paid subscribers who have either participated in prior betas or hold lifetime memberships (which are no [...]

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