Check-out the exciting new enhancements in our Quoting and Submittal workflows!
New Features 🎉
- Project Folders: Build out folders within Project Files to better organize various related assets such as emails, schedules, quotes etc.
- Mass Update BOM Statuses: Easily update multiple BOM statuses at once after sending quotes to your customers. This feature helps ensure clean data within your team’s account, enabling the most accurate reporting metrics
- Updated Table UI: Click here to review our sleek new table design featuring enhanced navigation, clearer visibility of line items, improved product sorting, and convenient right-click keyboard options!
- "Import Products" function available in Pricing and Lead Time: you can now import Product Lists directly from your P&L tab to generate your quote even more quickly!
- Delete your uploaded files in the Documents tab: If Datasheets, Drawings, or Other Documents have been mistakenly uploaded to a line item, you now have the option to remove them so they won’t appear again. Keep in mind, only the user who uploaded the file will be able to remove it.
Other Fixes ✨
- You'll now see nested versions of your Bill of Materials, clearly separating Products and Options into two distinct table views. This enhancement makes scrolling and navigating through multiple line items in your BOM easier than ever!