August 15th, 2026

Logos on every document, tax rates per office location, and the right stone off the shelf

Your logo now prints on every document, each location carries its own branding and tax rate, and confirming an order deducts the exact stone it was built from.

πŸ–ΌοΈ Your logo, on every document

Upload it in Settings β†’ Company Profile and it prints on all of them: invoice, quote, contract, receipt, shop ticket, purchase order, foundation order. Set it left, center or right and preview the placement before you generate.
Each location can carry its own logo, and purchase and foundation orders show the order's location in the From block.

πŸ“ Each location on its own terms

  • A default tax rate per location in Settings β†’ Office Locations. An order takes the rate you typed, then the county's, then the location's, then the company's.

  • Change Location moves an order and regenerates its invoice, quote and contract under the new one. Old QuickBooks records are voided, not left behind.

🧾 QuickBooks: the right customer, every time

  • Pick the customer up front in New Quote β†’ Review & Create, or create one from the purchaser's details.

  • Fix it afterwards in Settings β†’ Integrations β†’ Order sync activity β†’ Sync Order. MonuDesk voids what it made under the old customer and rebuilds it under the right one, however old the order.

  • Quotes reach QuickBooks your way: Estimate (recommended, posts nothing to your books until the customer confirms), Invoice, or Nothing.

πŸͺ¨ Confirming an order deducts the right stone

No more hunting through your stone list. MonuDesk names the exact stone the order is built from, with color, size, SKU and what's on the shelf, and you confirm in one click. Multi-stone orders list each piece, and stock already pulled says so.

πŸ“¦ Inventory

  • Needing Reorder is now a filter β€” click the tile to see only what's low.

  • SKUs are unique to your company, so keep your own numbering.

  • PFT BRP and STL BRP added, and flat markers get their own top and edges slider.

  • Slants take 10/2 in quotes, in inventory and on every document.

πŸ“ Quotes

  • Save as a quote with payment terms and no payment recorded: turn off "Link a payment record with the order creation".

  • Base on or off is remembered per stone type, company wide, learned from what you save.

  • Changing monument type keeps your sizes, colors and finishes.

The rest

  • Rename uploaded files from the β‹― menu

  • Message Client opens that customer's conversation from the order

  • Color buckets apply to vase pickers, so a bronze color stays out of granite vases

  • Pro and QuickBooks labels in Settings

  • Billing notices float instead of pushing the page down, and can be dismissed

  • B2B partners can request changes to an order they sent

  • New versions load automatically in tabs left open

  • Long filter menus scroll

  • Review & Create shows the resolved base color