Just in time for the break, here are two small holiday gifts!

  1. Add multiple recipients and Cc's on quotes and follow-ups, to keep colleagues up-to-date.
  2. Prioritize follow-ups by quote value.

See all the details below. As always, please write us with any questions or feedback.


Multiple recipients and Cc's

Keeping colleagues and other customer teams in the loop just got much easier! You can now add new email addresses to a quote in the To: and Cc: fields. You can also delete an email address.

This works for follow-ups as well!

Send follow-ups based on quote value

Do you want to follow-up to only some quotes? Is there a value threshold? There is now a Value column in the "Sent Quote" view, to help you prioritize.

As always, these are accompanied by many hidden speed and stability improvements.

Happy holidays from the Rotabull team! See you in 2020. 🎄