Release 61: Proposal Data Tags & Group By Phase

Make your proposal descriptions and paragraph sections a little more personal with data tags! The same autofill data tags that we introduced within emails are now available within the proposal. You can view and select these tags by typing the @ symbol within any proposal text editor, and once you save the text, your tag will be replaced with proposal specific data. You can even add these tags to your proposal templates for instant personalization.

Everyone likes to sell their jobs differently. Some like to sell according to location, others sell by system or category. We have heard demand from those of you who like to sell according to phase and have listened! Within your proposals, you now have the power to group all of your products and labor by the phase that they fall into.

Experience faster and more efficient product selection with streamlined quote building! Easily add products to your drawings or lists with just one click. Say goodbye to time-consuming clicking and hello to a smoother workflow.

In addition to a variety of bug fixes, you will notice some updates to visual quoting. These include changes to the search bar to improve the experience of adding items to your visual quote, as well as a redesign to the toggle that switches you between product and wirepath modes. These changes are the first of many to come over the next few releases!