New Feature: Customize Your Items When Creating Quotes

In many quoting scenarios, the products and services you offer to your customers change slightly. Previously, we allowed modifications to an Item’s price during the Quote creation process, and offered more robust editing capabilities during Quote edit. Today, we’ve completely revamped how Items function during Quote create to make it much easier to make changes on the fly, and thus better support these scenarios.

The first thing you’ll notice is a different look for each Item. Gone is the pricing structure, pricing information and ability to override pricing:

This gives more room for the description, and simplifies the section considerably. To make up for the removal of the pricing information, we added a new eye icon in the top right of the Item, which when clicked, shows all of the Item details, not just pricing:

Next, we’ve added the familiar pencil icon which allows you to edit the most important details of an Item, including it’s description, and override the price (as before) and cost:

Any changes applied will only take effect for the current Quote, so you can easily customize for a particular customer.

We hope these changes improve the quoting experience for you and your staff. If you have any feedback, or notice any issues, feel free to reach out to us at support@socketapp.com.