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November 2025

Proposals took most of the month. You can price a proposal from a list of line items, show the yearly savings and the return on them, and open with a proper cover page. Elsewhere, Extras moved out of the individual quote tools into one shared library, and your customers can find their paperwork in folders.

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Compiled retrospectively from the changes released this month. It covers the most significant changes rather than everything.

Proposals​

  • Price a proposal from its line items. The pricing block is built on a bill of materials — line items with quantities and costs — with separate controls for markup, tax, grouping, and how much of that detail your customer sees. You can also paste text from an email, a supplier quote or a specification and have the line items, quantities and prices pulled out for you to check before they land in the block.
  • Savings and return on investment. A General savings block records the yearly savings you are claiming, and a Return on investment block turns them into a payback picture over time.
  • More ways to open and explain a proposal. Four new blocks: Cover, a hero page with the title, address and an introduction; Message card, a personal note alongside a team member's profile; Products (no pricing), product highlights that leave the price alone; and Steps, a numbered timeline of what happens next.

Quote Tools​

  • Custom content and layout for one quote tool. Each quote tool has an Override Global Layout switch. Turn it on to take a copy of your global layout and change it for that tool alone, leaving your other tools as they are.
  • Fewer outdoor unit questions on the Air Con Quote Tool. Under Defaults, switch off the position, clearance and indoor-to-outdoor distance questions if you would rather settle those at survey. The same page gained a Cooling load buffer (kW) setting, and the tool now repeats a smaller outdoor unit instead of reaching for an oversized one.

Pricing and catalogue​

  • Extras are now a shared library. Build an Extra once under Packages & Pricing, in Extras, then pick it into whichever quote tools should offer it, rather than recreating it in each one.

Customer Portal​

  • Folders in the Document Library. Upload documents against a contact in the Installer Portal and sort them into folders, and your customer sees the same folders in their Document Library. You can drag several files in at once.

Email​

  • Emails for deposit and installation payments. Two templates, Quote Deposit Paid and Quote Installation Paid, go out when your customer pays. Email wording also gained a {quotePrice} variable, so you can quote the price back to them in the body of the message.