This week, exciting improvements will help you propose, close, and bill faster and more easily than ever.

Automations

New

Set frequency intervals to control when automations are triggered for a given client and remove the risk of bombarding a client with content too often or in duplicate. Business App

Fixed

Client contacts linked to more than one site of a multi-location account can select a location when signing in.  Clients can purchase directly from partners' public stores via the "Buy it Now" button. Listings data is displayed in Executive Reports. Listings' accuracy statuses match across Listings and Reputation Management. Marketplace

New

Sell curated packages filled with products proven to deliver the results your clients are looking for, complete with corresponding proposal templates. 

Fixed

Banner images in the package editor are accurately depicted in the preview field.  Proposals, Orders, Invoices

New

Close deals with ready-made proposal templates for the new curated packages. Clearly communicate pricing to your customers with set-up fees automatically displayed on proposals, orders and, invoices.

Fixed

Accurate prices for individual line items are displayed in Sales Order Reports. Admins can resend orders from Partner Center. Sales & Success Center

New

[Accounts] Enter phone numbers in a consistent format with a separate extension number field. Task Manager

Fixed

Recurring projects in Vendor Center for activated products will remain live even if the account is paused in Task Manager to ensure purchased services can be fulfilled.

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