EQ Flex version 26 is unveiled at the KBB Show 2026 (1st to 4th March).
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Flex platform integration
Flex platform integration brings cloud enabled features to EQ Flex and makes it easier to use Winner Flex plans in a quote.
- EQ Flex Customers sync with Flex Contacts
- EQ Flex Projects/Opportunities sync with Flex Projects
- Seamless data sharing with Winner Flex
- One button click to turn a Winner plan into an EQ Flex quote for accurate pricing (no need to import/export or copy files)
- Allows easy access via Flex, via the web, to even more people.
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Automatic catalogue loading
Catalogues can be set to load automatically in the background to ensure your products and price lists are up-to-date.
- Configure automatic loading for ALL or selected catalogues
- Loading does not interrupt users
- No loading task for administrator users
- Constant updates: Auto download and now auto loading.
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Building on the recent features of version 25
Power BI Dashboards
EQ Flex brings built-in dashboards to give valuable insights into your business-critical data.
- Easy to understand visualisations.
- Interactive charts to explore key metrics.
- Customise with the full power of Power BI.
- Out of the box templates ready to use, reporting on:
- Leads, Quotes, Sales, Products, Purchasing.
Read more to setup your dashboards.
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EQ Automate
Schedule updates for data exports and imports to help integrate EQ Flex into business tools.
- Removes the need for manual processes​.
- NEW for v26 - Xero Accounts automated export.
- Customisable data selection​.
- Customisable fields for increased compatibility with third party software.​
- Enables integration with third party software (e.g. ERP or ordering tools)​.
- Provides all the data for Power BI dashboard
Read more to get started with EQ Automate
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And over 30 new features and changes since EQ Flex v18
Including:
- Easy changing of door manufacturer on Alternative Headings.
- Quick export and import of supplier discounts and margins via spreadsheet.
- Calculated discounts for Blanco.
- Sign in with Microsoft for easy email setup.
- Import quotes and eStore orders with additional headings.
- Structured discount import for PWS customers.
- Additional door catalogue prompts.
- My Catalogue new special product type.
- Report enhancements with added exports.
- Sales pipeline improvements.
- Enhanced user password security.
- Quick copy and paste of Customer and Supplier information.
- Customer List Lead Status enhancements.
- Sales discounts flexibility on quote/orders.
- New Customer Balance Statement document.
- And many more!
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