Feature Improvement: Email Tracking and Attachments

We added two new features recently, email tracking and email file attachments, but they didn’t work together. Specifically, if you used the email file attachments feature to attach additional documents to an email, and then used email tracking to see … Read More

Feature Improvement: Resellers and Margins

Back in June, we launched cost and margin support, one of our most exciting features. Today, we’ve added to this feature, enabling the option for Reseller Users to see margins. This can be done by simply checking the “See Margins?” box … Read More

New Feature: Customize Your Items When Creating Quotes

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

New Feature: PDF Page Size and Orientation

You can now control the PDF page size and orientation. The following page size options are available: Letter Legal Folio A4 A3 B4 B3 C4 C3 You can also specify whether you want the page displayed in portrait or landscape … Read More

New Feature: Email File Attachments

Although the Quote Template Content allows up to three Email File Attachments that are sent alongside the Quote PDF, plus one attachment per Item, we heard from our Partners that having the ability to add Email File Attachments on a … Read More