Document terminology setting and QuickBooks reconnection
newimproved
Workspace admins can choose Bid, Quote, Estimate, or Proposal as the document wording. The selected wording appears across the workspace, builder, emails, PDFs, notifications, and client-facing pages. Already-sent documents retain their original wording.
QuickBooks now uses the official Connect to QuickBooks control, and expired authorization produces a Reconnect QuickBooks prompt rather than a generic failure.