Product Catalog on Quote Revision

We’re pleased to announce a small update that will have a big impact for a lot of our partners.

Product Catalog, the feature that allows you to easily add products directly from supported Integrations and Distributors into your Quotes, is now available on Quote Edit.

To try the feature, click the Edit icon beside a Quote and click “+ Add Item”. If you have a supported PSA or CRM connected, such as ConnectWise, Autotask, or Salesforce, or a Distributor such as Ingram Micro, you will see additional tabs for each supported Integration.

The feature is currently being rolled out in phases. Please reach out to us if you’d like us to enable the feature on your account.