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November 2022

8 November 2022​

What's new​

Create a quote:​

  • When creating a quote, vendors have the option to choose a custom pay date for the customers, or payment after quote acceptance.

    Quote custom pay date option in the Create a Quote form

  • You can issue quotes with documents attached, and customers can accept or deny the Quote Terms Agreement. Customers can pay for quotes with documents only after accepting the agreement. All attached documents are malware scanned, to avoid security issues.

New email reminder notifications:​

  • Notifications to inform customer that payment for a quote is due in the current day or seven days before the payment due date.
  • A weekly notification for past-due payments.

Improvements​

  • Customers can now see the full details of a quote in one page.
  • Customers who are 60 days into their order billing cycle can't request new items.