Quote updates and improvements

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Quotes

You can now assign a contact to a quote and email it to them directly.

We have also added a new field “Quote Expiry Date” and this will be included on PDF/Word exports. If you have modified your Quote Template, please download the new one and modify that if you want the expiry date to be included.

Sales Orders

If an Organisation has more than one shipping address, you can now select which one you want to use on delivery notes.

Products

There is now a “tick” icon next to the product part number if you have sent the product into Xero on your main products page.

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