Release 59: New "Quick Quote" Proposal Layout & Supplier Product and Pricing Updates

You now have the power to make your proposal experience just as unique as your company! In addition to our classic multimedia proposal experience, we now our new quick quote layout. With its minimalistic layout and succinct language, the quick quote layout is perfect for small jobs and repeat clients. You can create and customize templates just for this new layout. Learn more about the quick quote layout here.

Provide your customers with the most up-to-date information by keeping track of when and how often your connected partners update their pricing and product lists. With the new Partner view, you can also see key metrics such as pricing type and availability in your country, ensuring that you have all the information you need to accurately serve your customers.

Your quoting process just got a little easier with our new "Copy Items" feature! You now have the ability to copy all items from one location/system to one or multiple other locations/systems.

Our text editor menus just got a little more colorful! You now have the power to modify the text color or highlight bits of text within any text editor menu. This includes project descriptions, proposal paragraph sections, notes, to-dos and so much more.

You now have 4 different options of how to display your item descriptions on the proposal:

Add more personalization to your proposal PDF exports with our new suite of footer customizations. In addition to the current quote version, date downloaded and page number options, you now have the ability to include the date created or changed, quote number, quote name, customer name, and company website.

Improve your organization and efficiency by staying on top of your tabs in Cloud. Easily locate and access important documents and tasks, and keep your workflow running smoothly.