Visual Quoting:
- Collapsible item sidebar in visual quoting to prevent the sidebar from getting in the way
- Dots for items when zooming out, or filtering on the system or the location
- Use Product Icons instead of the product images, learn more
- Download as PNG instead of print (better formatting for printing)
Quote:
- Copy quote to create new opportunity instead of only existing opportunities
- Improvement around labor summary and intuitiveness
- Price tags (user set, supplier set, rule set) on products in quote (like the catalog)
- Add the ability to create new item from within the quote search
- Support .heic files as attachment (images from iOS iPhones and iPads)
Project:
- Add the pending change order count to the project kanban board
- Configure payment terms on a change orders
- Display Project and Opportunity IDs (Quote IDs coming)
- Better represent the opportunity/project name in the assigned task notification
Clients table
- Include client type column