MAY 17, 2022

Inline phases for streamlined estimation. Enhanced pipeline. Editable deal accounts.

Inline phases

Today we release the first of several significant improvements designed to streamline and enhance the estimation workflow. You no longer have to create phases or navigate into phases to view estimates.

• Deals now contain estimate, scope and schedule pages directly (alongside overview and proposal - our new name for 'presentation')
• We've grouped features are overheads within the estimate page and added placeholders for two new categories (services and expenses) that we will release in the coming weeks)
• Phases still exist - and are now accessed via a contextual phase bar that appears at the top of these pages (where you can easily switch, create or edit phases inline)

Updated navigation

Estimates, scope and schedule have been moved up to the deal level. Presentation has also been renamed to proposal for consistency.

Inline phases

Phases still exist, but are now accessed directly within deal pages. You can also switch between phases to quickly compare the same content.

You also no longer have to create the default phase when creating a new deal!

Click on the phase header to switch, add or reorder phases.