Sasquote

Changelog

Every new feature, improvement, and fix shipped in Sasquote — the CPQ and coterm quoting platform.

Proposals & follow-ups

  • NewAutomatic quote follow-ups: unanswered quotes get one nudge at 3 days and one at 7 days, with a link to accept or request changes. Toggle it on in Settings.
  • NewAutomatic contract renewal reminders at 60, 30, and 7 days before a client's contract end date — opt in per workspace.
  • ImprovedShared proposals now lead with your company masthead, prepared-for/prepared-by details, and a sticky Accept bar on mobile.
  • ImprovedOnboarding checklist shows progress and highlights your next step.

Catalog & billing

  • NewRename and delete product category folders, with undo.
  • NewCancel or change your plan from the account menu.
  • ImprovedCadence subtotals for one-time, monthly, and annual line items in quotes and PDFs.
  • FixedMonthly line items now quote the true monthly amount, not an annualized total.

Quote responses

  • NewRecipients can accept a quote or request changes directly from the shared link.
  • NewVersioned revisions — send an updated quote on the same link.
  • NewActivity timeline showing sends, opens, acceptances, and revisions.
  • NewAutomatic sales tax based on the customer's address.

Speed & mobile

  • NewVoice quoting — speak line items and Sasquote matches your catalog.
  • NewInstall Sasquote to your phone or tablet home screen.
  • ImprovedShared product catalog and client list for Standard and Premium teams.