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Release 1.0.8.0

Work Smarter Not harder

Relea​se 1.0.8.0

Explore new features

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  • Create variant level quotation template from proposal

    Users can now save a variant-level quotation template directly from a proposal by selecting their product variants and clicking the new Save as Template button. This automatically creates a new quotation template under Quotation Templates, with all materials from the proposal included in the order lines — eliminating the need to manually build templates from scratch. The template is only created if one does not already exist for that product type, ensuring no duplicates. Once saved, the template is available for reuse on future quotations, saving time and improving consistency across repeat jobs.
     
    Save as Template 


    Quotation Template



     

  • Renamed "Create Proposal" to "Create Drawing
The Create Proposal button has been renamed to Create Drawing across the application. This update reflects a more accurate description of the action, ensuring the button label aligns with the actual output being generated. No functionality has changed — the button behaves exactly as before, only the label has been updated




  • Set the Maximum Sales Discount Limit

The Set the Maximum Sales Discount Limit option is available in Sales Configuration Settings. Once a maximum discount percentage is configured, sales users will be prevented from applying a discount that exceeds the defined limit.

If a user attempts to enter a discount greater than the allowed percentage, the system will display a warning message, helping ensure pricing policies are consistently enforced across the sales team.







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