What's New (November)

Created by Emily A, Modified on Thu, 4 Dec, 2025 at 2:42 PM by Emily A

BOQ Estimates & Templates (Nov 26th)  

Improvement


"Customize your BOQ with more control. You can now add custom columns to BOQ Estimates and Templates, and use the new configuration panel to define calculation logic for each column."



Tax Name & Tax ID for AEC Organization / Vendor 

(Nov 22nd)  New


"Ensure accurate documentation. You can now add tax names and tax IDs for AEC organizations and vendors, and these details will automatically appear when sending Invoices, Estimates, RFQs, or POs."




Request for Quotation (Nov 13th)  

Improvement


"Create RFQs with more flexibility. You can now generate a Request for Quotation from any estimate even draft versions for faster procurement workflows."



Task Management (Nov 13th)  

Improvement


"Enjoy a smoother workflow. The Tasks module now comes with an improved user experience for easier task creation and management."



Client Menu (Nov 13th)  

Improvement


"Find what you need faster. The Clients menu UI has been updated with modules neatly organized based on their workflow purpose for easier navigation."



Seamless Vendor Interaction (Nov 11th)  

New


"Make vendor collaboration easier. Vendors can now update prices or respond to requests without needing to log in to the vendor portal—saving time for both teams."



Proposal and Estimate Revisions (Nov 11th)  

New


"Keep track of changes with ease. You can now create revisions for proposals and estimates, helping you manage updates and maintain a clear history of all versions."




Workflow Approval in Purchase Order (Nov 11th)  

New


"Improve your approval process. Purchase Orders can now follow a workflow-based approval system—making sure each PO is reviewed and approved step by step."



Workflow Approval in Estimate (Nov 11th)  

New


"Strengthen your approval process. Estimates can now follow a workflow-based approval system—ensuring proper review, accountability, and smoother decision-making."

Request for Quotation  (Nov 13th)  

Improvement


"Create RFQs with more flexibility. You can now generate a Request for Quotation from any estimate—even draft versions—for faster procurement workflows."



Task Management (Nov 13th)  

Improvement


"Enjoy a smoother workflow. The Tasks module now comes with an improved user experience for easier task creation and management."



Client Menu (Nov 13th)  

Improvement


"Find what you need faster. The Clients menu UI has been updated with modules neatly organized based on their workflow purpose for easier navigation."




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