The Profile page is now redesigned into three clear sections - Admin & Organisation Details, Branding & Display, and Numbering & Prefix - for faster access and smoother navigation. Important options like bank details display, quotation prefixes, start numbers, and default document attachments are now organised in one convenient place for better control and efficiency.

Add important notes—such as discount reasons, special instructions, or internal remarks—directly within Quotations and Proforma Invoices. A simple toggle lets you decide whether the note is visible on the document or kept for internal reference, ensuring clear communication.

Sub-items now support descriptions, images, and catalog uploads. This helps provide clearer quotations, especially when listing similar products with different sizes or variations.

Add and manage multiple mobile numbers for each profile, and choose which number to display on Quotations and Proforma Invoices (PI). This gives you flexibility to show the right contact details for different clients, branches, or business needs.

Users can now easily search and find sub-items after selecting a parent item. This makes item selection faster, more accurate, and hassle-free—especially when dealing with large item lists or detailed quotations.

Add status-based filters on the quotation list page so users can easily view Approved, Not Approved, and Pending quotations.

Choose to hide Quantity, Discount, GST, or Total fields in quotations as per your preference.

Apply GST to extra costs like labour charges or other additional charges when needed.

Define a Secondary Unit Rate for your items for better rate flexibility.

Add sub-items under main items for detailed product or service breakdowns.

Create and manage your own sales statuses for better tracking.

Add comments when performing actions on quotations and view them in quotation history.

Add multiple contact persons per customer with Name, Mobile, E-mail, Designation and Aadhaar - and mention them in "Kind Attention".

Add an Authorized Signature and Stamp to your quotations for operational presentation.

Include Project Details and Segment Type directly in your quotations.

Assign commissions to Salespersons or Customers directly within the quotation.

Fresh, professional Proforma Invoice and Quotation templates for improved presentation.

Create Common Quotations and Proforma Invoices that can be shared across branches and sales persons.