We’ve introduced a new Advanced Filters tab inside the Sales Invoices, Purchase Invoices, and Purchase Orders tables. 

This gives you quicker access to advanced filtering options - no more searching through side menus.

Moreover, when you export your data (CSV, Zoho, Sage formats), only the invoices or purchase orders matching your filters will be included, making reports cleaner and more precise.

The complete list will be exported as before if no filters are applied.

Need help? You can now send a support request directly from inside Archdesk!

After selecting Support Query, an in-app widget will pop up - you can fill it out, collapse it, continue your work, and send it whenever you’re ready.

It’s a faster, easier way to get assistance without interrupting your workflow.

To view all your past requests, just navigate to All Support Queries.

You can now use Forms for Quote Variations to easily record and manage additional information related to changes in your quotes.

Forms are available directly on the Quote Variation preview and dashboards for easier tracking.

ℹ️ To enable forms for quote variations, please contact the Archdesk Support Team.

Now, comparing offers in different currencies is easier!

Archdesk automatically converts tender participant offers to tender base currency from their original offer currency. This ensures consistent comparisons and accurate calculations.

When uploading the offer in Excel, change the Currency field using the appropriate currency code (e.g., GBP, USD, EUR, PLN, NGN, AED, SAR, CAD).

• You can view all converted values on the Tender Offer Analysis screen, allowing you to compare offers consistently and accurately regardless of currency.
• If needed, toggle to see values in the original offer currency to verify the initial amounts submitted.

ℹ️ By default, the system uses flexible exchange rates, which automatically sync daily based on market rates. If you want to set up fixed-exchange rates instead, please contact the Archdesk Support Team.

Easily keep records of all your form submissions.

Every time a form is submitted (whether via workflow or UI), the system will automatically attach a PDF copy of the form data to the confirmation email. This also applies to existing templates created with the Form PRO module.

• Automatically included for all form submission emails.
• PDF attachments are enabled by default for existing templates.
• Old forms do not support this feature.

ℹ️ Want to disable PDF for your form emails? Please contact the Archdesk Support Team for assistance.

Make your quotes easier to read and share!

You can now generate an external URL for your Quote where all sections and items are expanded by default. This view makes it easy to see the entire quote content without collapsing any sections.

• Configure the setting under Quote Settings → Section Display Preference.
• Choose Sections and Items Expanded View to enable it.
• Note: This setting does not affect the PDF view, which remains unchanged.

ℹ️ Need help changing your Quotes' external URL preferences? Reach out to the Archdesk Support Team.

We’re excited to introduce Archdesk Lite, our brand-new mobile app designed to make submitting and managing Forms easier than ever! Now, on-site teams can:

• Quickly find the right project
• Open and submit Forms on the go
• Review past submissions

Where can you find it?

- App Store: ‎https://apps.apple.com/us/app/archdesk-lite/id6692620278

- Android: https://play.google.com/store/apps/details?id=com.archdesk.mobile&pcampaignid=web_share&pli=1

- Web-version: https://mobile.archdesk.com/

It works exclusively with the New Forms Builder, so it’s a great time to switch! Learn more about the New Forms Builder - https://announcekit.app/archdesk/changelog/new-capabilities-for-forms-48R3LW 

No more adjusting date formats manually! Archdesk now automatically adapts dates and times based on your selected language, ensuring they match regional standards across the platform.

• Works seamlessly in the UI, exports (PDF, Excel), imports, and email templates
• Eliminates formatting issues and reduces errors
• Set your locale once, and Archdesk handles the rest!

Why it matters?

• The system applies the appropriate locale settings based on the company's country.
• Supported locales: English (Canada, UK, US), French, German, Polish, Slovak.
• For regions not yet supported, the UK date format will be used as the default to maintain consistency.

This improvement ensures that users see dates in their familiar format (e.g., MM/DD/YYYY for the US, DD/MM/YYYY for the UK) without manually adjusting settings.

As part of our ongoing improvements to the tendering process, we’ve enhanced the Tender Offer Analysis to make offer evaluation more straightforward and decision-making faster.

Key improvements:

• Budget Variance - Instantly see how each offer compares to your tender budget.
• Lowest Offer Indicator - Quickly spot the lowest bid and check price differences at the section level.
• Price Discrepancy Warnings - Get alerts when suppliers submit different prices for the same stock item.

Why it matters?

• Saves time by highlighting key differences upfront
• It makes it easier to negotiate better deals
• It helps you stay on budget without extra manual work

Business Background

This improvement allows you to send a Request for Price (RFP) for multiple Bills of Quantities (BoQ) within a single Tender. This ensures that all tender participants remain the same and receive the full scope of all BoQs for pricing, improving compliance and consistency.

Key improvements:

• All quotes must belong to the same project and use the same currency.
• Select and add items from multiple quotes to one tender.

⚠ Note: While you can combine items from multiple quotes into a single tender, creating a Purchase Order from the tender is impossible if the selected items come from different quotes. To generate a PO, ensure all chosen tender items originate from the same quote.