It has been a little over a year since we unveiled eQuotes and brought the power of quoting to the monday.com ecosystem. We have since helped many businesses such as yours, use the power of technology to enhance service delivery and customer experience. We designed eQuotes to be the foremost interactive quoting tool inside monday.com, complete with a product catalog and quotes board, as well as an advanced template engine.
We have received excellent feedback on some of the key features of eQuotes 1.0. They include an all-new quotes board that lets you add unlimited number of columns, and a product catalog board with item views showing products, default pricing, and availability. All of which run on the most advanced template engine on monday.com.
Introducing eQuotes 2.1
We have reimagined eQuotes based on our client feedback, user experience, and a variety of use cases. We are thrilled to announce eQuotes 2.1! It is the same powerful and intuitive quoting tool but with a raft of new and updated features.
Here are three important updates to eQuotes 2.1.
1. System Improvements
All our solutions prioritize top performance, security, and ease of use. eQuotes 2.1 is not any different. We have made tiny but crucial iterations that take the user experiences and efficiency levels to another level. These include seeing passwords while typing them, and an enhanced password requirement enforcer for increased security. We have cleaned out the bugs and provided the option of a seamless migration and data syncing from version 1.0 to version 2.1 The Template Builder is now looking sleeker, with cleaned tag redundancies, and you can now hide the left sidebar for those times you want to keep things neat and organized. ‘Group cost abilities’ is now available. Under ‘create template’, you can now use the new products table, which does have group cost ability. You can also see all the users in an account.
2. Powerful New Features
Here are just a handful of new features that will change the way you experience quoting in a variety of use cases:
Share button in list view
Add tax to all products in the quote list button
Pull contact information automatically when a company is selected
“Add to all lines” feature which allows users to bulk-update multiple items inside monday.com
3. Integration Improvements
We are proud of our partnership with some of the most innovative technology providers. eQuotes 2.1 has a seamless monday.com integration that uses the platform’s advanced templating engine. You can now synchronize your contact and company’s board into eQuotes 2.1 and keep everything organized and efficient.
Support for eQuotes 2.1
We provide prompt support for eQuotes, and our product experts are always on hand to answer all your queries and resolve any issues. Please visit our support page for any inquiries: eQuotes – Eligeo Support