It's been a busy year, and QuoteMachine is wrapping up 2020 with the launch of a few new great features! Read below for a list of our newest feature releases, and stay posted for more to come in 2021!
Add a multiple-choice selection group to a price table
If a client needs to make a single selection from a list of multiple product options, you can now create a multiple-choice selection group within a document’s price table.
Learn more here
Bulk add products to a document with label filters
You can now add multiple line items to a document at once, based on a search or label filter. If you frequently bundle certain types of items, you will now be able to filter your search by this group label, and bulk add all items to your document in one simple step.
Learn more here
Display location or account email address in the sender field
By default, QuoteMachine will send a document with the seller’s email address in the from and reply-to fields. You can now edit a template to set the location or account email as the default “from” field.
Learn more here
Group multiple orders on the same purchase order in Lightspeed
Lightspeed users now have the ability to add items from multiple client orders to a single PO within Lightspeed.
Learn more here
Create a contract document from a quote
If you need to add additional contractual details to a quote, you can now create a contract from an existing quote to add further information to your client agreement.
Learn more here
Additional New Features:
Manually update the status of a quote. Learn more here
Transfer a deposit between quotes. Learn more here
Additional updates to merge fields. Learn more here
Customer shipping address added to the customer profile page
Have any questions about how to get started with any of our new features? Let us know in the chatbox below!