As promised, per Reseller Connectors are now available! This will allow our partner’s Resellers to integrate with their own third-party systems and track their sales process in a more familiar way. As mentioned in the previous Reseller improvements post, we added … Read More
Author Archives: Mike Polga
Whenever you are searching for a particular Item, you can now search by description: This was available before by searching by “all fields”, but it was popular enough that we added an explicit search option for it. Happy quoting!
When emailing a Quote to a customer via the Dashboard or Quotes overview, you can now see a preview of the PDF: This way, you can always be sure your customer is getting the right Quote!
In our ongoing effort to allow similar functionality when creating and editing a Quote, we now allow you to modify the Quote Name during Quote edit. We hope this helps you manage your deals better, and save even more time with … Read More
We added two new features recently, email tracking and email file attachments, but they didn’t work together. Specifically, if you used the email file attachments feature to attach additional documents to an email, and then used email tracking to see … Read More