Linking a deal to a proposal now brings the deal's saved quote across as line
Linking a deal to a proposal now brings the deal's saved quote across as line items, so the pricing is filled in for you instead of starting at zero, and an…
Fix · Growth ·
Linking a deal to a proposal now brings the deal's saved quote across as line items, so the pricing is filled in for you instead of starting at zero, and an unsent proposal follows the deal if its quote is re-priced before it goes out. Previously this only worked for quotes built inside the CRM; quotes that came in through a public pricing calculator now carry across too.
September 2026 · Releases & improvements
Protected PDFs work across the PDF tools: signing, filling and editing a · Time & Attendance now reports one consistent week everywhere
