Streamline Collaboration & Pricing Strategy: Introducing Flexible Team Assignments & Advanced Discounting

Delegate with Ease: Enhanced Project & Quote Assignments

Assigning team members to projects and quotes is now faster, more flexible, and accessible across your entire organization! We’ve removed administrative roadblocks and introduced clear list-level visibility so your team can delegate tasks and manage workflows seamlessly.

How it works:

• Expanded Permissions: You are no longer restricted to admin-only assignments.Now the admin can choose who has the ability to  “Assign” 
• Instant List-View Visibility: A dedicated Assign To column has been added directly to both the Project and Quote list pages, letting you see who owns what at a glance.

• Targeted Location Filters: You can easily filter assignment dropdowns directly on list pages to display users from either your Home Office only or the Whole Firm, making local and cross-office delegation a breeze.

Please contact your customer success representative to enable “Assign to” for any users you would like to have this ability.

Maximum Pricing Control: Support for Negative Margins

Take total command of your pricing configurations! To accommodate complex commercial agreements, custom adjustments, or unique line-item fees, margin configurations now support negative numbers. This update gives you total flexibility to handle edge-case pricing scenarios without clunky workarounds. In other words if you need to increase the price or decrease your margin you can now add a “-”

Ready to dive in? Log in now to explore these new features, or reach out to our support team if you have questions about updating your user permissions or discount settings!