Saving a quote from a deal now creates one quote in Finance
Before, every quote saved on a deal also left a second draft with no quote number and no expiry date, which doubled the Drafts total and the pipeline.
Fix · Growth ·
Before, every quote saved on a deal also left a second draft with no quote number and no expiry date, which doubled the Drafts total and the pipeline. Those extra drafts have been removed, and the remaining quotes keep their number, their "Valid for" expiry, and line items that carry through correctly when the quote becomes an invoice.
October 2026 · Releases & improvements
Faster contact entry for small businesses · Section names in phone page titles now show in full
