2 posts tagged with "Quotes"

Our July 2025 release brings powerful enhancements for managing quotes, orders, and parts — plus improvements to email automation, document handling, and e-commerce integration. Here’s what’s new:

Added

• Quote Email Automation:

  • Get automatic quote follow-up and expired quote emails every 7 or 14 days, based on account configuration.
  • Accounts can now control whether these emails are sent and choose the frequency.

• Quote Management:

  • Edit quote details (parts only) directly from the UI.
  • AI based quote data extraction.
  • Ability to update quote parts and automatic mail configuration.
  • Added and updated templates for Quote Expired, Order Placed, and Order Confirmed.

• Order Management:

  • Dedicated UI tab for orders converted from quotes with statuses Order Placed and Order Confirmed.

• Parts & Assets:

  • Added search functionality to the Select RFQ field in the Add to RFQ dialog.
  • New tab in the quote page for Quote Edit and Add Part dialog.

• Documents Management:

  • Edit and delete documents in Systems and Assets tabs.
  • Restore and permanently delete documents in Manuals tab.
  • Updated upload document experience.

• Parts API Enhancements:

  • Bulk update capability for parts based on partNumber.
  • Create Orphan Parts API and corresponding UI support.

Changed

• Parts UI Improvements:

  • Removed part instance–specific fields from Edit Part Number dialog.
  • Updated headings and captions in Create/Edit Part dialogs.

• Assets UI Enhancements:

  • Parts tab list now uses a dedicated Part Details dialog for images/info instead of hover image.
  • Add to Cart icon now opens a Product Details dialog instead of redirecting to product page.

Fixed

• Search:

  • Improved part search relevance — part number matches now prioritized appropriately.
  • Fixed pagination issues in part search results with a custom footer for unique results.

• Cart & Quote Cart:

  • Updating/removing items now only disables buttons instead of showing a loading skeleton.
  • Item order preserved after adding new items.

• Parts & Assets:

  • Fixed PartInstances API response format to return flattened properties.
  • Fixed navigation in Edit Asset flow to return to Asset Details instead of Asset List.
  • Fixed crashes and layout issues in Create/Edit Part dialogs across devices.

That’s it for July — these updates streamline workflows, improve data accuracy, and add more control over communication with customers!

We’re excited to bring you the April 2025 release! This update introduces our brand-new Quotes app, smarter email communications, and helpful fixes to streamline your everyday workflows. Let’s take a look:

Added

• Introducing the Quotes App:

  • You can now manage quotations directly within the platform through our new Quotes app.
  • Easily draft, submit, and follow up on quotes — all from one place.
  • The system supports multiple quotes per account (if enabled, contact support for more on this feature), offering more flexibility for your teams.

• Quote Automation:

  • We have added automation to send follow-up emails when needed, improving communication and keeping things moving.

Fixed

• Access App:

  • Fixed an issue where previously selected items kept showing up in the transfer list, even after deselection.

• Task Management:

  • Resolved a bug that was preventing tasks from being assigned to all users.

• Organization Management:

  • Fixed an issue where some users were unable to delete an organization.

This release sets the stage for smoother quote handling and removes common workflow blockers — thanks for growing with us!