Summary: This release focused on helping our customers manage their pre-sale activities better.
- Fixed the quoting process by adding the Business Unit (branch) field to the Quotes form and leveraging that in the workflow.
- Updated the validation process of the Quote Type field on Add Quote Form
- Updated the position of a few fields on the Quote Bid Report
- Added an Expiration Date and the Freight Terms to the Quote Forms header
- Added the field “Bid Item” to Quote Line. This will help users determine which items were part of a construction bid effort and which items were not.