New Features
QUOTING: Import Offerings from a previous quote with a single click
- This allows you to import offerings from any of your existing quotes to the current quote. This can be useful if you know the current quote is going to be similar to a previous quote, or if you want to set up quote templates.
- Video Link
QUOTING: New Quote Settings
- Allow contracts to be auto-renewed by default
- Purchase Order number on a quote or invoice
- Video Link
CRM: HubSpot integration launched with live customers!
- In literally a few seconds, connect your HubSpot instance to MN instance
- No need to configure catalog in HubSpot (we transfer it from MN to HubSpot)
- Bi-directional sync of data between the two systems
- Create a quote from within Deal view in HubSpot
- MN creates metrics like ARR/MRR in HubSpot
ESIGN: Decide the order in which the internal/external signs receive the document
- This is useful if for example you want the internal signer to see the deal only if the external signer has signed off or vice versa.
- Video Link
BILLING: We now support Canadian Dollars (CAD) as a currency
- You are now able to quote and process billing with CAD. If there are other currencies you would like to see please reach out!
- Video Link
