Release Notes - May 2025

Feature

Calculus AI for Sheets

• Calculus AI is available as an Add-on for Sheets and will assist you in writing quicker and faster responses to your RFPs.
• With AI in your sheets, you can:
  • Draft quick summaries
  • Generate smart suggestions directly from your spreadsheet
  • Send a prompt from one cell to Calculus AI and automatically receive its response in another cell, saving time and reducing manual effort.
• To learn more about this feature, click here.

Enhancements

Phonecalls

• Outbound call pop-up windows will display call details for agents. This is similar to incoming phone call pop-ups that display details to customers.
• This is available for Ozonetel and Smarflo gateways.

Quotes

• You can now quickly add or insert a Product/Service row from each existing row in the Quote > Item Details section.
• This function will let you add a new item at a desired location without using the drag-and-drop option.
• Hovering over the line item row displays the + icon. Clicking this will give you the option of adding a row for a Product or a Service, or adding an entire section. A new row will be added below the current one.