February 2026

This month was about getting quotes and leads into customers’ hands faster, with better tax reporting for your back office.

• Text or email a finalized quote PDF – send quotes to customers however they prefer.
• Pin lead notes to the top – keep the most important note front and center.
• New unit sales tax report – clearer sales tax reporting for unit sales.
• Tax-exempt customer handling – automatically send items as non-taxable for exempt customers.
• Accounting summary improvements – a more useful accounting summary view.
• Flexible customer emails – option to allow non-unique email addresses in the system.
• New lead source – added Imperial Outdoors.