We’re excited to announce that our quoting software now integrates with QuickBooks Online. This was one of the most-requested integrations we’ve had to date, so we’re really happy to get this into our customers’ hands after a successful beta trial. How … Read More
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