20 October 2026 — Quote builder, media library and sales documents
Build reusable Quotes with your company's own layouts, photographs and item descriptions. This release also adds clearer document reading, new Company Settings tabs and personal account refinements.
Build and reuse quote templates
Open Company Settings → Quote templates to design a reusable layout. Common setup, Cover, Introduction, Quote and Closing group the controls for colours, rich text, photographs, logos, letterheads and page numbers. Check the paginated A4 preview, then select Save changes. The template preview uses dummy data; check each customer's actual Quote before sharing.
Linked draft Quotes follow the latest saved template. Sending or copying a share link freezes the presentation for that issued version, so later template edits do not rewrite it. A Quote with its own saved custom presentation retains that layout.
Follow create and manage quote templates and choose a Quote's presentation.
Keep company photographs in one library
The Media library tab holds photographs for reuse in quote templates and Price List quote details. Browse or drop a PNG or JPEG, crop it and wait for automatic saving. Search saved media, inspect the selected photograph, download it or insert it into the place you opened the chooser from.
Cropping a saved photograph creates a new library image. Deleting one removes it from the library and clears its current Price List references; existing Quote snapshots retain their content.
Read upload, crop and reuse company photographs before removing a shared image.
Add richer Price List details
The Price list tab separates the plain List from quote-specific photographs and expanded descriptions. Maintain reusable columns and options, copy selected quote details to other items, or import chosen fields from one source item. Check the fields and destination rows before saving.
New Quote lines take a copy of the selected item's quote details. Later Price List edits do not retrospectively change those lines. Quotes converted to Hire Contracts or Pro Forma retain the selected commercial lines without carrying over the Quote's presentation-only item details.
Follow edit prices and quote details.
Read the same document on screen and in PDF
Shared sales documents have a paginated A4 PDF viewer with page navigation, editable zoom, thumbnails, Print and Download. Document links keeps terms and supporting files accessible. Signing controls remain separate from the PDF viewer.
See read and download a shared document.
Find the new Company Settings tabs
Company Settings now has Company details, Scheduler setup, Price list, Quote templates, Bank details and Media library tabs. Company-management permission is required to change these settings.
Follow company settings.
Save your contact phone
My account includes an optional contact phone number. It saves with your personal details and can be used in Quote preparer contact information where that is included in the layout. This does not verify a phone number or change your company's general contact number.
Follow update your personal contact phone.
Availability
Quotes and Pro Forma remain BETA and require Sales Manager access and company enablement. Quote templates and company media require the relevant company features and company-management permission.
The 15 October release covers personal appearance, Quote and Pro Forma workflows, document controls, timesheet uploads and invoice and scheduler refinements introduced in that release.