CotizaFaster dashboard and a security review
- The dashboard now opens with your quotes already loaded, instead of loading them after the page appears.
- Completed Shopify’s app security check and tightened logo uploads, data deletion and logging.
Changelog
What’s new in Cotiza, newest first. Most of it started as a merchant’s email.
Safer edits after sharing
- Editing a quote whose link is already out now warns you, and tells your client the quote was updated.
- Cotiza keeps a record of exactly what your client accepted.
- Share is now the main action on a new quote.
Quotes that follow themselves up
- Send quotes by email from Cotiza with the PDF attached, and send reminders with the same link.
- See when an email is delivered or bounces.
- Get an email when a client first opens, accepts or declines a quote.
- Quotes with no reply after three days are flagged for follow-up, and you get a reminder.
- Emails before and when a shared quote expires, and a one-click renew that keeps the client’s link.
- PDFs now include a QR code and link so clients can accept online.
- A new dashboard with client activity on every quote, and a getting-started checklist.
- Online approval is now included in the Free plan.
Seven quote languages
- Quotes, PDFs and the client page in Italian, French, German, Portuguese and Dutch, alongside English and Spanish.
- Choose the language per quote; it defaults to your store’s.
- Add business details, like a tax ID or address, to your PDF header.
Smoother editing
- Unsaved changes on a quote are now kept until you save or discard them.
- Amounts on PDFs and the client page follow your client’s number format.
Client history and defaults
- See a client’s past quotes and accepted totals while you quote them.
- Save a client’s usual discount or tax exemption for their next quote.
Your logo on quotes
- Pro stores can upload a logo for their quotes and PDFs.
- Share links now include your store name.
More room on Free
- The Free plan now includes 3 quotes a month, up from 1.
Clients come from Shopify
- Clients are now your Shopify customers, so details stay in one place and are always current.
- Change a quote’s status from the quote page in one step.