Version 3.5 is now available! We’ve added many enhancements to our Client Manager, including:
- Configurable payment options on quote signature pages, with the ability to include or exclude existing payment options
- Ability to link quoted services and opportunities for improved workflow and prospect management
- Event log for quotes to easily compare changes and match the visibility we provide in services and client management
- Automated quote notification with subscriptions, so your sales team can manage their clients optimally
We’ve also added auto-creation of device ports when adding devices for increased efficiency, as well as a number of other enhancements and bugfixes across the Order Manager, Device Manager, Support Manager, API, and our QuickBooks and SureTax integrations.
You can find the complete changelog here.
How do I upgrade?
If you are on a version 3.x license and would like to upgrade, please contact support. Our Support Team schedules upgrades Monday through Thursday between 10am and 2pm ET.
If you have not yet upgraded to a 3.x license or would like to get started with Ubersmith, please contact our sales team.