Boost Your Workflow with Enhanced Estimate Tracking and Product Description Imports

New Enhancements to Estimates: Track Engagement and Enhance Details

Improve Estimate Tracking with “Viewed” Filter

We’re excited to introduce a new feature that will enhance your workflow management: the ability to filter estimates by their “Viewed” status. This update is designed to give you better oversight, allowing you to track which estimates have been viewed. With this insight, you can set up proactive communications and actions, ensuring your follow-up processes are more targeted and effective.

Automatically Imported Product Descriptions in Estimates

Another key feature we’ve rolled out is the capability for automatic product description imports within estimates. When you add a new item to an estimate, the associated product description will now be included automatically. This feature brings a seamless consistency between invoices and estimates, simplifying your workflow and ensuring that all relevant information is at your fingertips. Make sure the appropriate setting is toggled on in your global invoice settings for this feature to function.

Optimization and Enhancements

• Improved Invoice Number Blocking: We have optimized the process for invoice number allocation to prevent unintentional skips, based on valuable user feedback.
• Enhanced Product Description Limit on Estimates: The character limit for product descriptions has been increased from 100 to 1000 characters. This enhancement allows you to provide more detailed and comprehensive information to your customers, thus improving their understanding and decision-making process.

How to Make the Most of These Features

To utilize these features effectively:

• Navigate to your Workflows and set filters in the Estimates trigger to match your desired conditions.
• To leverage the product description import capability, ensure the “import product description” option is enabled in the invoice settings under product settings.
• Begin adding items to your estimates, and watch as their descriptions are automatically included, enhancing the clarity and comprehensiveness of your offers.

Our Purpose

These updates are designed to enhance your ability to manage and track estimates, bringing greater oversight and efficiency to your operations. By simplifying the inclusion of detailed product descriptions and improving estimate engagement tracking, we aim to empower you to carry out more informed and responsive customer interactions.

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