Reusable Quote Item Templates

• Save common quote items as templates for faster creation

• Build a library of your standard products and services

• System templates available out of the box

• Quick access to frequently used items

• Easy template management and updates

Enhanced Quote Customization

• Add accompanying text and detailed descriptions to quotes

• Include terms and conditions directly in quotes

• Custom data fields for flexible information storage

• Better quote personalization options

Advanced Document Designer

• Control layout with custom margins and fonts

• Choose custom colors for branded documents

• Set default terms and conditions for templates

• Professional document templates with full control

• Better visual document preview

Improved Signing Experience

• Sign quotes directly in the portal

• Track acceptance and rejection dates

• Clear signing workflow for clients

• Better visibility into signed documents

• Streamlined approval process

Custom Field Builder

• Create custom fields for quotes, invoices, and contacts

• Drag-and-drop field management

• Field validation and auto-save

• Easy field organization and editing

• System fields pre-configured for common use cases

Better Invoice Management

• Enhanced invoice data handling

• Improved validation and error messages

• Better serialization of invoice information

• More flexible field support

• Cleaner API responses

Professional Email Notifications

• Quote acceptance email notifications

• Better email templates for document communications

• Automated status updates for signed documents