New Features 🎉
Multiscope- Check out our new project structure allowing you to easily group multiple deliverables (quotes, submittals and O&M packages) under one project allowing you to assign different owners and due dates (such as Lighting and Gear quoters) all within one project container!
Bid Board Enhancements- Our new Bid Board enhancement lets quoters track quotes from their BOMs, update opportunity stages, access BOMs directly, and review project and opportunity notes — all from one streamlined view.
Improvements to Project Notes- Managing notes just got easier! You can now add both Project and Opportunity-Specific Notes, giving team members quick access to the information they need for quotes and submittals. Plus, automatic timestamps and date filters make it simple to track updates and find notes by date.
Other New Enhancements✨
We’ve added EV Charging to the Scope dropdown, making it easier to keep track of your EV charging opportunities.
We've provided an on-hover action within the Projects Dashboard allowing you to quickly see the names of multiple quote owners or the multiple scopes assigned to an Opportunity within the Dashboard screen.
For accounts with provisioned access, you can now select French as a language option when creating quoting and submittal deliverables.