August was quite the productive month at Zoey, with dozens of enhancements and new features released during the month! Particular attention to the Sales Quotes aspect of Zoey, which received a number of updates and improvements in August. Below is a summary of the biggest updates, which are always released to Zoey customers as they’re completed.

Remember that you can always stay up to date with the latest updates (including what’s been released since the new month started), and share your feedback about what we should add next.

• New Admin Quotes User Interface: We have upgraded the Quotes interface in the admin to include a new list page with Tabs, Filtering, Search, and “row actions” for printing PDFs, editing and deleting quotes. The Quote Edit page now features Auto-Save and Share capabilities. It also has our latest Product Search & Add interface, making it faster and easier to build your Quotes.
• Quick Product Create: In the Admin Order Create screen as well as the Admin Quote Edit screen, you can now quickly create products to be added to your Order or Quote. Click the “Create New Product” link in the Items section to open the quick product create form.
• Search Information/CMS Pages: Extending capabilities previously released to allow searching blog posts, we have now enabled the ability to search information/CMS pages built in the Visual Design Editor. Enabling search for blogs and content pages costs $20 a month, but is included on plans of $499 and above.

  

• Quotes PDFs Customizations: The PDF rendering engine we previously launched for managing the design of documents for orders has been extended to be supported for quotes as well.

  

• Staff Accounts – Restrict data to specific attribute: This new feature allows you to lock down staff accounts to view data that belongs to specific Product, Customer or Order Attributes. For instance, you can give admin access to a Vendor (Vendor A) and limit the admin to only them orders that have products where the attribute “Vendor” is set to “Vendor A.”
• Quotes – Ability to set Item to 0 Qty: This feature allows you to set the quantity of a Product on a Quote to 0 for the purpose of showing your customer the product price without having to add it to the Quote Total.
• Image Handling Improvements: Images are now automatically optimized per Google’s recommendation to serve images in next-gen formats and efficiently encode images. This should improve loading time for images under certain devices and connections.

For a more complete list of updates made to Zoey, including released in the new month, click the button below to visit our release notes page in the support documentation: