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
In many quoting scenarios, the products and services you offer to your customers change slightly. Previously, we allowed modifications to an Item’s price during the Quote creation process, and offered more robust editing capabilities during Quote edit. Today, we’ve completely … Read More
Short but sweet: when creating a Quote, you can now search both Salesforce and Infusionsoft for People. If you missed the detailed post on this feature, check it out here.
In the aims of having more control over User activity, we’ve released a feature that allows you to restrict Item and Quote Template discounting for Sales Managers and Salespeople. You can find the setting in the Item or Quote Template … Read More