Release 60: Optional Sets & Executive Summary Section

Optional sets are the perfect solution if you are looking to give your clients a higher level of customization on your jobs. Optional sets are the same as alternate sets, but without a recommended item. On your proposal, your clients will be able to read though all options in the set and select the one choice that best fits their needs. For example, which sound system would you like to add on to this job: good, better or best?

Loving the new "Executive Summary" section featured in the Quick Quote proposal layout? Good news! This section is now available for the Multimedia proposal as well. This will allow you to display location/system descriptions and totals without showing all of the individual items.

You asked and we listened! We have expanded the selection of data tags that you can select from on your emails based off of the top requests from you, our users. These new tags include: project name, opportunity name, quote name, change order name, version number, quote number, project number & change order number.

A few improvements have been made to the replace item feature within the quote. You now can easily specify that you would only like to replace the currently selected item. You can also maintain the old item's price when replacing with a new item.

When searching through your opportunities, you can now type in individual quote numbers and the results will return only the opportunity that contains the specified quote.