- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
- Major Change: Quotes -> eSigned Tab: You can now text your customer a link to your quote and they can view / sign it from the link!
The sales rep on the quote will get an alert once the quote has been signed
This works from both the desktop and the mobile app
- Added: Quote Finder: Filter support for eSigned text link sent. Allows to view which quotes have been text, but not signed and which ones have been esigned, etc.
- Added: FT Finder: Filter support for eSigned text link sent. Allows to view which tickets have been text, but not signed and which ones have been signed, etc.
- Added: FT Finder: New option to email or text your customer a copy of the field ticket / request a digital signature
- Added: Field Ticket: New option to email or text your customer a copy of the field ticket / request a digital signature
- Added: Several more 'i' icons for info on how screens work. If there's a feature you have questions on that you can't find in our help documentation please let us know and we'll work on adding it.
- Other minor fixes