Coevera 2.3.0 introduces custom Product Types with their own fields and forms, adds CSV and API import for Products and Price Lists, and brings a new in-app "What's New" feed for feature and release updates.
Two Product-focused enhancements lead this release. You can now create custom Product Types, add custom fields and forms to each type, and use them when adding new Products in the Products & Prices section of the Admin module — and those custom Product forms can be viewed from within Opportunities, where you can add a comment or description to each Product. Alongside this, Products and custom Price Lists can now be imported from a prepared CSV file (or via the open API), using the same drag-and-drop wizard as other imports, with support for custom Product fields and forms and per-pipeline availability.
The release also adds a "What's New" capability that informs users about new and updated features and releases directly in the Coevera app, so teams stay current on each release without leaving their workflow.
What we're proud of
Create custom Product Types, add custom fields and forms to each, and use them when adding new Products — then view those forms directly within Opportunities and note specifics with a comment or description on every Product.
Create custom Product Types, add custom fields and forms to each Product Type and use them when adding new Products within the Products & Prices section of the Admin module.
Ability to view custom Product forms from within Opportunities.
Add a comment/description to each Product added to an Opportunity so that you can note specific details for each one.
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