Development Blog

Filtering and deleting quotes

Rob Poole 7th August 2012

Just a couple of small tweaks to talk about today. First of all we've beefed up the filtering of quotes so you can now more easily order your quotes by creation date or due date.

We've also gotten a few requests from our users to have the ability to delete quotes for good. We've now put this functionality into action so now when you go in and edit a quote you should see a "Delete Quote" button at the bottom. We've also added in a confirmation button so hopefully you won't go deleting quotes by accident!

There's also a lot more changes in the pipeline so we'll be sure to keep you abreast of any changes as and when they happen.

Quote Templates

Rob Poole 17th July 2012

Today we've rolled out a new feature for our quote software based on the feedback that we've been getting - quote templates.

We appreciate that a lot of businesses like to send out similar quotes to various customers, and to save you time - and help you generate more business - we've implemented quote templates.

To take advantage of this functionality you just need to mark an existing quote as a template (you'll see a blue "T" symbol next to it after you do) and then this quote is ready to be duplicated. The next time you click on "create quote" you should see the "Create from Template" option which will give you a drop-down of all your quote templates. Simply hit the "Go" button once you've selected your desired template and you should see your new quote details get filled in with all the descriptions and products of your template.

Hopefully this will prove beneficial to all of our customers, and will further increase the rate at which you can send out quotes and generate business.

Stay tuned for more updates in the near future!

Printable Views

Rob Poole 18th May 2012

In light of some of the feedback we've had, today we've added a link to the bottom of all quotes that will give your clients an opportunity to view a printer-friendly version of your quotes on our website.

Hopefully this will lead to more of your quotes being kept on record and further increasing your odds of converting business!

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