Roadmap
Changelog
Production Release (3/12/19)
improved
Quote
Opportunities
Ordering
Catalog
Notifications
Catalog
  • CSV Product Import
Quote
  • Default Locations now supports the same hierarchy as the Quote.
  • We now select the newly created Location or System after they are created.
  • When sharing a proposal, we now close the share dialog after the email has been sent.
Ordering
  • You can now push orders to QuickBooks Online!
  • We introduced new contact and shipping method defaults for SnapAV.
Opportunities
  • We now include all proposal analytics in the activity feed of the opportunity.
  • When creating a new opportunity we now recommend the site address based on the previously used addresses for the selected account.
Notifications
  • We are improving our email templates to provide better consistency and information.