improved
Quote
Opportunities
Ordering
Catalog
Notifications
Production Release (3/12/19)
Catalog
- CSV Product Import
Quote
- Default Locations now supports the same hierarchy as the Quote.
- We now select the newly created Location or System after they are created.
- When sharing a proposal, we now close the share dialog after the email has been sent.
Ordering
- You can now push orders to QuickBooks Online!
- We introduced new contact and shipping method defaults for SnapAV.
Opportunities
- We now include all proposal analytics in the activity feed of the opportunity.
- When creating a new opportunity we now recommend the site address based on the previously used addresses for the selected account.
Notifications
- We are improving our email templates to provide better consistency and information.