July 6, 2020 | Keap

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Money update: Attach files to your quotes and invoices

Ensure you and your clients are on the same page by attaching contracts, photos, or proposals as you build quotes and invoices. Any attached files will be included in the email to your client and saved to the contact record for future reference. Learn more.

Bug fixes

  • When viewing Broadcast lists, the scheduled time for an email broadcast displayed the time 3 hours prior to when the broadcast was actually scheduled to be sent. (Known Issue 2051542)
  • Some customers reported that the QuickBooks Online sync was failing to sync products from QuickBooks Online to Keap while invoices failed to sync from Keap to QuickBooks Online.