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New CPQ Launching on Monday March 3rd, 2025
by Mackenzie Mayer
Exciting news! Our new quote interface is launching on Monday March 3rd, 2025 with a ton of exciting updates! Our new CPQ system makes it easier than ever for your sales staff to flexibly and efficiently build quotes for your buyers! 1736360780617
B2B Edition Updates for January 8th, 2025
by Mackenzie Mayer
Happy New Year from the B2B team! Wishing you, your team, and your company a year filled with growth, innovation, and success in 2025! We have lots of exciting things planned, so stay tuned! Whats New? Quote Extra Fields What’s 1730388657581
Updates for October 31st, 2024
by Mackenzie Mayer
Happy Halloween from the B2B team! Here are your updates for October 31st: Default Setting for Discounts and Checkouts on a Quote in the Buyer Portal What’s changed? Two new settings have been added in Settings > Quotes, allowing 1726671149756
B2B Edition Updates Spetemeber 18th, 2024
by Mackenzie Mayer
Quote Submission Messaging in the Buyer Portal What’s changed? You can now add a custom message that buyers will see once they submit a quote in the Buyer Portal. This is a great place to set buyer expectations and inform on what to 1722554951260
B2B Edition Updates August 1st, 2024
by Mackenzie Mayer
Order extra fields and Checkout extra fields are now added to an order immediately What’s changed? Order extra fields, and checkout extra fields, including PO Payments will now be added to an order as soon as it is placed and created. 1719600466404
B2B Edition Update June 28th, 2024
by Mackenzie Mayer
Invoice Links on the Control Panel What’s changed? We’ve added additional links to invoicing in the control panel for quick and easy navigation between orders, invoices, and associated payments. You can now click on the Invoice number 1717002377783
B2B Edition Update May 29th, 2024
by Mackenzie Mayer
Company-Level Payment Terms What’s changed? You can now set “Payment terms” or invoice due date at the company level. Historically this could only be done at the store level. Now you can override this store setting and each company 1712248695566
B2B Edition Update April 4th, 2024
by Sylvia Lin
Keep company account status ACTIVE with no company users assigned What’s changed? Currently, once you removed the last company user from a company account, the company becomes INACTIVE automatically. We introduced a new setting to keep 1711055342600
B2B Edition Update March 21st, 2024
by Mackenzie Mayer
Tax Classes on Quote Custom Products What’s changed? You can now enter a tax class when creating a custom product during quoting. This allows the product to be automatically generated with the correct tax class, and therefore correct tax
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