18th December 2024

NEW

Bulk Email Customers from Leads, Quotations and Jobs/Orders, etc. – Making it easy to communicate with many customers based on who has leads, quotations, jobs/orders etc.

Bulk Emailing Direct from Leads, Quotations, Jobs/Orders, etc. | Zigaflow Help Center

Applying Automated Messages to Existing Leads, Quotations and Jobs/Orders, etc. – When you have updated an automated message in a pre-build, this allows you to apply it to existing leads, quotations, etc.

Apply Automated Messages to Existing Quotations, Jobs/Orders, etc. | Zigaflow Help Center

Import an Item from Another Quotation – Updated to also show one-off items. Click on the “Add Items” button on a quotation, “Previous Quotations”, then add the required items.

Import Item Attachments in Bulk – Populate items with specification sheets, technical drawings and more. Attachments are added to a quotation, job/order, etc. when an item is added.

Bulk Importing Attachments onto Items | Zigaflow Help Center