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Features

  • Single Select Item Groups and Sections Promoted article
  • Configure Integration Push Settings by Quote Status
  • Person Search
  • Opportunity Search
  • Separate Upfront and Recurring Tables
  • Cost and Margins
  • Person Merge Feature
  • Specify Shipping Amount
  • Quote Preview Functionality
  • Change Quote Name
  • Override Template Content
  • Disable Invoice on Purchase
  • CSS Style: "Page-Break-Before"
  • Merge Tokens
  • Checkout Custom Fields
  • Email Tracking
  • Editable Quote Number
  • Custom Fields
  • Editable Items
  • User Signatures
  • Web View
  • Email Whitelabeling
  • Shipping Address on Quote
  • Quote Attachments
  • Quote Opened Notification
  • Copy Quote Feature
  • Multi-Factor Authentication (MFA)
  • Custom Filename
  • Bundles
  • Quote Sections
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