Quotes & invoices now stays in Customers
Opening Quotes & invoices from the Customers Sales menu keeps your Contacts and Deals sidebar instead of switching you to Finance.
Enhancement · Growth ·
Opening Quotes & invoices from the Customers Sales menu keeps your Contacts and Deals sidebar instead of switching you to Finance. It opens on Quotes, remembers the list you used last, and sellers see just Quotes and Invoices. Finance keeps its own Invoicing page with every list.
October 2026 · Releases & improvements
Buttons in bottom sheets now work on the first tap while the keyboard is open · Comments now stick to the element they were placed on
