)
)
Creating quotes should help your team move opportunities forward—not slow them down with repetitive setup work, endless searching, or manual intervention.
That's why we're introducing three major improvements to Quotes:
Quote Templates
Global Quotes View
Customizable Quote Preview
Together, these updates make it easier to create consistent quotes, find the information you need faster, and tailor Quotes precisely to the way your team, and clients, work.
Create consistent Quotes in seconds with Quote Templates
If your team regularly creates similar quotes, you know how much time can be lost recreating the same structure over and over again.
With Quote Templates, you can save a quote as a reusable template and use it whenever you need it. Instead of starting from scratch, your team can begin with a pre-built blueprint that already includes the sections, items, and structure you use most often.
Whether you're building project proposals, retainers, service packages, or recurring client quotes, templates help you:
Reduce repetitive manual work
Standardize quoting across your company
Minimize errors and omissions
Get quotes in front of customers faster
)
Creating a template is simple. Save an existing Quote as a template or create one directly from the Templates area. You can even create a Quote template based on a project or task list template! Once saved, your team can select a template when creating a new Quote and instantly start with a proven structure.
Unlock complete and effortless visibility with the new global quotes view
As quote volumes increase, keeping track of everything can become challenging—especially when quotes are spread across multiple clients and projects.
The new Global Quotes View brings every quote together in a single place, giving you a complete picture of your pipeline without needing to jump between client records. Access this view directly from the new Finance tab on the side navigation, and visualize your Quotes in a table or board view—with easy drag and drop management.
)
From one centralized view, you can:
See all quotes across your business
Quickly identify quote status and progress
Search and filter more effectively
Spot opportunities that need attention
Whether you're reviewing open quotes, following up on accepted proposals, or identifying expired opportunities, the Global Quotes View makes it easier to stay on top of your entire quote library.
Focus on what matters most with preview customization
Not every client needs to see the same information. With Quote preview, you can now customize the information displayed in your final PDF or CSV export, giving you more flexibility over how details are presented.
Choose the fields that matter most to your workflow or client needs, and hide the ones that don't. This helps you:
Reduce visual clutter
Surface the most relevant information
Create cleaner views for different use cases
Work more efficiently with larger quote lists
)
Whether you hide sensitive columns or reorder others for a more natural flow, this level of control allows you to better tailor the quoting experience to your, and the clients, needs.
Built for faster, more scalable Quoting
These updates are designed to help teams spend less time managing quotes and more time moving work forward.
With Quote Templates, you can create consistent quotes faster. With the Global Quotes View, you gain instant visibility across your entire quoting pipeline. And with Quote Preview, you can customize the experience around the information that matters most.
Together, these improvements make Quotes more efficient, more flexible, and better suited to growing teams.
)
)
)
)
)
)
)