When either editing or creating a Quote Template, you can choose to Auto CC and Auto BCC addresses based upon your specific needs by going to the Quote Template “Settings” tab and including the required email addresses in the respective … Read More
News, tips, and updates
After releasing our new Quote Owner functionality earlier this year, we’ve made a small improvement to our Email Notification feature to allow the Quote Owner to receive Order Notification emails in addition to the Order Notification Recipients defined under Settings > … Read More
Whenever you are searching for a particular Item, you can now search by description: This was available before by searching by “all fields”, but it was popular enough that we added an explicit search option for it. Happy quoting!
When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF: This way, you can always be sure your customer is getting the right Quote!
In our ongoing effort to allow similar functionality when creating and editing a Quote, we now allow you to modify the Quote Name during Quote edit. We hope this helps you manage your deals better, and save even more time with … Read More
We’ve added “Textarea” as an available Custom Field to offer further flexibility when using this recently launched functionality. Simply go to “Quotes” > “Custom Fields” > “+ New Custom Field” to select “Textarea” from the ‘Type’ dropdown menu as shown … Read More