Bug Fix
Install fees stick when you continue
Type an install fee on Fees and hit Continue without clicking away first. Running Total and Review keep that fee.
Changelog
What's new.
What's new in QuoteDeck.
- Bug Fix
Base & stand keeps one stand
When Base & stand says pick one, choosing another stand replaces the first. The quote bills one stand, not both.
- Bug Fix
Purchase Running Total matches the quote
On a purchase quote, Running Total and Contract value match Equipment + Accessories + Fees. Bonus goods stay out of those totals.
- New Feature
Eligible price agreements on the company
Open a company and pick every price agreement they qualify for.
- New Feature
Zapier in Integrations
Connect Zapier from Settings → Integrations on Growth or Scale. One administrator authorizes the workspace. Proposal views and signatures can start Zaps, and the card shows delivery health.
- Bug Fix
Rental proposals show the monthly payment
On a rental quote, the customer proposal leads with the monthly rental payment, not a one-time total investment.
- Improvement
Pricing imports live under Pricing
Import vendor workbooks from Pricing, next to Price agreements. If a workbook names an agreement you don't have yet, you can create it from the import review.
- New Feature
Help Center with searchable guides
Open Help for searchable guides on quotes, proposals, pricing, and setup. Ask by voice or type a question. Answers come from the guides and link you to the matching articles. Articles note which features need a plan, add-on, or limited access.
- Bug Fix
Send failures show the real reason
When a proposal can't send, Cover & Send shows why instead of blaming a stale quote. Resend only appears after the customer got the email.
- Bug Fix
New quotes use the company's default price agreement
When you set a default price agreement on a company, the next quote for that customer opens on that agreement.
- Bug Fix
Optional accessories no longer block send
Cover & Send does not stop you if you skipped Accessories. Finish Service or Delivery if those still need a visit.
- Bug Fix
Inherited service plans stick after save
When a later unit inherits a service plan from the first, that plan stays selected after you save and reopen the quote.
- Bug Fix
New units start on the right service plan
When a product already has an imported service plan for that customer, new quote units open on that plan instead of asking you to choose again.
- Improvement
Phone receptionist retired
Agents no longer includes the phone line setup. Stale Deal Watcher, Renewal Hunter, and Morning Briefing stay.
- Bug Fix
Quote contacts stay with the company
Signer and AP autofill on a quote now only pull contacts from the company you selected, not from another customer.
- New Feature
Morning Briefing
A 6am card with hot leads, expiring leases, stale quotes, and pending approvals.
- New Feature
Renewal Hunter
A new agent that scans your delivered leases each morning and drafts renewal proposals for ones approaching expiration. Approve to start a new draft from the existing quote.
- New Feature
Stale Deal Watcher
Your first agent: every Monday at 7am it flags quotes that have gone cold and drafts a follow-up task for you to approve.
- New Feature
AI Agents — Mission Control
Agents scan your pipeline and put drafted actions in a review inbox. Open Workspace, then Agents.
- New Feature
AI Content Calendar
Weekly content calendars for your marketing, with topics to post.
- New Feature
Onboarding Wizard
Seven setup steps to get the dealership on QuoteDeck.
- New Feature
Product Analytics
See how many quotes you create, send, and get signed.
- Improvement
Mobile Proposal Viewer
Proposals use a card layout on phones.