![]() ![]() + SALES QUOTE VIEWER - PRICE TABLES - use case update:Ī) create a price table with a section heading and a bunch of price line items then switch on the sub total featureī) set the line item to be optional (multi choice)Ĭ) view the quote, and then click order nowĭ) if you click on options in the price table it does not update the subtotal - it does update the price table total though It should take you to the quote that needs approving so it is an easy process. + WORKFLOW - APPROVING SALES QUOTES - When you click on the "Approve" link in the email sent to the person that is to approve a sales consultants sales quote before sending to the customer and if you are not logged in, after you login it does not take you to the quote to approve it, you have to go find it. ![]() This behaviour has been updated to append content blocks to the column you have active. + SALES QUOTE EDITOR - APPEND BUTTON - Was adding the content block after the row, instead of at the end of the column you have active. ** BUG FIX ** - SALES QUOTE EDITOR - Cloning sections/rows/widgets did not work if there are forms/signs/spreadsheets content blocks, this has been fixed. This file size display has also been added to the sales quote template library document list modal.Ī) also add this column to the templates list view so you can easily see the size of your template. + SALES QUOTE DASHBOARD - New Column "PDF File Size" is now available to display the file size of the PDF doc for curreny version of each sales quote version, this allows sales consultants and system administrator to monitor the file size of documents being created. ![]() + BILLING SYSTEM - FREE PLAN - If you moved from a paid plan to free plan, the system immediately moved you to the free plan level instead of waiting for the paid period to end and then move to the free tier functionality, this has been changed to allow users continued use of the Paid features until the end of the paid period. + SALES QUOTE DASHBOARD - DOCUMENT SETTINGS MODAL - Added the data items Document Title, Document Subtitle, Document ID to top of this modal, the data items Document Title and Document Subtitle is only editable when the status is "Creating" or "Revising" i.e you can still edit the document. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |