E-Signature Toggle and Custom Field Carryover
October 15th, 2025
✨ Toggle E-Signatures On or Off on Quotes
Reps can now turn off e-signature on a quote without editing the quote again. This is perfect for enterprise clients with their own internal approval processes. Enable it in your Quote Settings.
✨ Automatic Custom Field Data Flow
Custom fields from original quotes now automatically transfer to amendments and renewals. No more re-entering data!