Quotes raised on a deal now appear once in Finance
A quote built on a CRM deal used to show up twice in Finance quotes, once with its quote number and once with no number.
Fix · Operations ·
A quote built on a CRM deal used to show up twice in Finance quotes, once with its quote number and once with no number. Each quote now has one numbered record, the extra copies are removed, and proposals with no priced lines no longer appear as empty quotes. Quote totals and follow-up reminders now count each quote once.
October 2026 · Releases & improvements
Edit your deal stages and start from your industry's pipeline · Clearer message when a pairing code doesn't match a screen
