We’re excited to preview upcoming enhancements designed to streamline your workflows, enhance usability, and provide even greater flexibility:

  • Multi-currency
    Create and manage quotes in multiple currencies within a single account, making it easier to support international customers and streamline global sales workflows.
  • Enhanced Bundles
    Configure, customize, and present grouped offerings with ease. The improved bundle management provides greater flexibility and streamlined workflows for creating tailored solutions.
  • Editor Enhancements
    Upgrades to the quote editor including version control, table of contents, link embedding, internal comments, faster load times, and more — all designed to make your workflow smoother and more collaborative.
  • Upgraded Product Catalog Search
    Save time with enhanced product catalog search and filtering capabilities, offering faster, more precise results to help you find and refine exactly what you need, when you need it.
  • Billing Codes
    Assign or sync billing codes from your PSA tools to products and services to streamline accounting, ensure accurate mapping, and maintain clean downstream reporting.
  • QBO Canada & UK Support
    Extend QuickBooks Online integration beyond the US to include support for Canada and UK regions.