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📢 What's New in EQ Flex version 26?

Daniel
  • Updated

EQ Flex version 26 is unveiled at the KBB Show 2026 (1st to 4th March).

 

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.
     

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.
     

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.

 

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
 

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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