Project request page
Now you can a create customizable form to put on your website that allow your customers to submit requests for quotes and projects online!
You can add a custom title for the page, choose what items from your library should appear as options for them to choose from, whether to hide or show the item price, and whether or not to request item quantities. You can also customize the confirmation page that appears as soon as your customer hits Submit and the verbiage on their request received email!
You are notified by email as soon as a request is submitted. All information provided online can be automatically converted into new Customer contacts and pending projects.
Create custom payment pages populated with specific parameters
Now you can append your payment page link to pre-populate certain fields like amount, tax, notes, or invoice number to make a custom payment link for one customer or a specific group of customers.
Slide open script for websites
We now have a script that turns any payment link (payment page or project request form) on your website into a slide open experience.
Delete button moved to the inside of projects
All delete buttons have been moved from the main home page of each module to the module details page. This reduces clutter in the list view, which is especially useful on mobile devices, and prevents accidental deletes.
Additional information on down payments, including a new icon for easy identification
We've added a new down payment icon that makes it easier to identify those payments in list views and payment details. We have also added tool tips to help you track unpaid down payments easier.
Default custom messages for emails
Now you can create one default custom message in Settings that will populate on all invoices and project estimates so you can make a tweak if needed before you send instead of re-typing the same full message every time.
Edit project name
Sometimes thing change as you move through a project and the original name you created no longer fits. We have added the ability to edit project names for any active projects.