Quote Customization by Role, Period Length Rules, and Invoice Term Edits

This release is packed with enhancements inspired directly by your feedback, designed to provide greater control in the quoting process and more flexibility in billing.

🎛️ Quote Customization Controls by Role

Admins can now control which quote customization options each role can see and change, either preventing or allowing reps to alter quote formatting.

In Settings > Quote Templates, each quote section (e.g., Billing Schedule, Pricing Details, Discounting Details) now has two controls:

• Default value: whether that setting should default on or off for newly created quotes.
• Access by role: whether each role can edit the toggle, view it as read-only, or have it hidden entirely. This can be set as a standard across all roles or configured per role.

All settings default to editable by all roles, so no behavior changes unless specifically enabled. For more information, check out the Quote Settings documentation.

📅 Rules Based on Period Length

You can now create rules, including approvals and validations, with a condition based on the period length (in months) of a quote offering or quote line item.

For example, require manager approval for any trial offering that exceeds 6 months, or block a rep from creating a subscription term shorter than 12 months.

✏️ Edit Invoice Terms on Unpaid Invoices

Invoice terms can now be edited directly on unpaid invoices. Once an invoice is paid, terms are locked and cannot be changed.