September

September 20th - Release 2.327.0

  • A couple of goodies we're not quite ready to show you yet.

September 17th - Release 2.326.0

  • When creating a Quote, if you create an Item or use Product Cloud, you can now specify a quantity prior to adding the Item to the Quote.
  • If you have active Integrations and change a Quote’s status, we added a confirmation dialog indicating that the change will be pushed to the Integrations.

September 16th - Release 2.325.0

  • A couple of goodies we're not quite ready to show you yet.

September 16th - Release 2.324.0

  • Fixed a bug with our Nutshell integration where Quote status update pushes were failing.
  • Removed the horizontal line below the Quote header.
  • We now include the Quote Name in the Order Confirmation email sent to Users.
  • Fixed a bug where de-selecting “Shipping Address on Quote” during Quote edit wasn’t properly hiding the Shipping Address.

September 11th - Release 2.323.1

  • A couple of goodies we're not quite ready to show you yet.

September 10th - Release 2.323.0

  • Fixed a bug on Template edit, where once a Free Shipping Threshold was set to “Yes”, it could not be changed to back to “No”.
  • We changed the order of the fields in the non-mobile version of the Quote details box (top right of the Quote) to Quote Number, Date, Expires, and Contact.
  • Fixed a regression where the full Province/State name was being used in addresses, as opposed to the two letter abbreviation.

September 6th - Release 2.322.0

  • Minor styling changes for Line Item Attachments.
  • Fixed an issue with our ConnectWise integration, where the Person Search Opportunity Selector wasn’t returning all “Pending” Opportunities. We also now show the newest Opportunities first.
  • Small improvements to validation on some pages.

September 5th - Release 2.321.0

  •  We now populate the Autotask Opportunity’s Recurring Revenue field, depending on the Quote’s recurring frequency.
  • Added proper address formats for the Netherlands and Germany.
  • Fixed a validation bug with our Kaseya integration, where a Default Warehouse was required even if “Sync Quoter Quotes to Kaseya Service Quotations” was not selected.

September 4th - Release 2.320.0

  • A couple of goodies we're not quite ready to show you yet.

September 4th - Release 2.319.0

  • A couple of goodies we're not quite ready to show you yet.

September 3rd - Release 2.318.0

  • Quote, and Quote and Item, exports now include Custom Field data.
  • Fixed a bug with our Quickbooks integration, where the Customer name wasn’t appearing in the Billing Address field.
  • With our Pipedrive integration, we now no longer change an existing Contact’s owner.

August

August 30th - Release 2.317.0

  • Fixed a bug where the Quote opened notification email wasn’t using the correct timezone in certain situations.
  • Added a workaround for a breaking ConnectWise API change where Sites no longer support the ‘state’ address field.
  • We now prevent the Person’s email address from being changed on Quote edit, as this can cause data integrity issues, particularly when pushing to Integrations.

August 29th - Release 2.316.0

  • Fixed a small display issue with the Quote’s Review dialog, where a horizontal scrollbar was appearing.
  • Fixed a bug with our ConnectWise integration where Quote status changes were not properly pushing to the ConnectWise Opportunity.

August 28th - Release 2.315.2

  • Revamped Quote Create.

August 23rd - Release 2.314.1

  • Fixed a bug with our integration and certain versions of ConnectWise where Person Search could not pull the Contact's address.

August 22nd - Release 2.313.0

  • Fixed a bug with our image uploader in Microsoft Edge.

August 19th - Release 2.312.0

  • When pushing an Opportunity to Salesforce, changed the Opportunity Name convention to “Quote Name - Quote Number”.
  • With our Kaseya BMS integration, when a Quoter Quote is won (Accepted, Ordered or Fulfilled) or lost, we now update the Kaseya Service Quotation to Accepted or Rejected.

August 19th - Release 2.311.2

  • Fix for Template Custom Fields not showing on the public Quote Request Form.
  • Fix for missing bottom margin on the sample Template notice.
  • Better encoding for Item descriptions during Integration push.
  • With our Xero integration, a Contact’s Contact Number is now always prefixed with QUOTER-.

August 16th - Release 2.311.1

  • Added logging to Hubspot push.

August 9th - Release 2.311.0

  • Fixed a bug/oversight with our ConnectWise, HubSpot and Kaseya BMS integrations, where the Opportunity/Deal owner would be overwritten if it was selected with Person Search and the Deal Selector.

August 8th - Release 2.310.1

  • Added the ability to upload additional attachments to the Quote during create and edit, in addition to the Item and Template attachments. These are also now shown as part of the Quote itself, rather than as email attachments.

August 2nd - Release 2.307.0

  • Fixed a bug with our Autotask integration that would overwrite the Opportunity Owner if an Opportunity was selecting during Quote create with Person Search.
  • Fixed a bug on Template add/edit, where the Groups selection(s) were lost on failed validation.
  • Fixed a minor display bug at the bottom of the Quotes table.

August 1st - Release 2.306.0

  • On Quote create, you can now change the Quote’s expiry date
  • Fixed a bug with Templates in Safari, where the Line Items display was broken.
  • When we create a Deal with our HubSpot integration, the amount no longer includes taxes.
  • Fixed a bug with Templates where the Deposit Payment Percentage field could erroneously show under certain circumstances.
  • Fixed a bug with our Autotask integration where we were not filtering inactive Accounts and Contacts.

August 1st - Release 2.305.2

  • Added new Template options for a full page Cover Page background image, and header and footer background images.

July

July 18th - Release 2.304.0

  • Update to our Pipedrive and Salesforce integrations, where if a Deal/Opportunity was selected when creating the Quote, the Deal/Opportunity Owner is not changed.
  • Fixed a bug with our Pipedrive integration where the Opportunity name would sometimes be overwritten even when selecting an Opportunity when creating a Quote.

July 17th - Release 2.303.0

  • Added an optional Quote-level Discount description field.
  • Fixed a bug where the totals section on the PayPal confirmation page could be shown in grey text.
  • On Quote create and edit, changed "Introductory Section" to "Cover Letter" to be consistent with Template add and edit.

July 16th - Release 2.302.2

  • Fixed a bug with our ConnectWise integration where Opportunity Products could seem to duplicate if there were more than 25 Line Items on a Quote.

July 12th - Release 2.302.1

  • Fixed a bug on Quote edit, where the recurring total would not be shown in some cases.

July 10th - Release 2.302.0

  • Fixed a bug where the Line Item discount applies to (upfront, or upfront and recurring) dropdown would disappear on Quote edit under certain circumstances.
  • Refreshed and reorganized Template add and edit.

July 8th - Release 2.301.0

  • Renamed Partner Statements to Invoice
  • Fixed a bug where Item Option Value Codes were still being displayed on the Quote despite the Pricing Table visibility setting.
  • Support for Ingram Micro Genesis integration

July 3rd - Release 2.300.0

  • With our Autotask integration, we now push the Quoter recurring Quote-level discount to the Autotask Quote
  • Changes for pending move to Stripe, including removing the trial expiry banner notice
  • With our Autotask integration, improved handling of special characters for Product Search and push

July 3rd - Release 2.299.4

  • Fixed a bug where our Quoter User to Autotask User mapping was not properly excluding API-only users.

July 2nd - Release 2.999.3

  • Fixed a bug on Quote create, where Items associated with a Quote Template were showing the wrong recurring frequency warning on edit.
  • Fixed a bug with Product Search and Product Cloud where the category/subcategory matching wouldn’t work if they contained certain special characters.

July 2nd - Release 2.999.2

  • Fixed a bug with our Autotask integration where Quoter Line Item Descriptions were not being pushed to Autotask Quote Item Descriptions

July 2nd - Release 2.999.1

  • Fixed a bug with our Autotask integration where Quote revisions were not being pushed to Autotask.

July 2nd - Release 2.999.0

  • Fixed a validation bug with tiered pricing Items

June

June 28th - Release 2.298.0

  • Fixed a bug with our ConnectWise integration where after a Person Search, the Deal Selector was not showing.

June 27th - Release 2.297.0

  • Fixed up some issues with our Autotask integration, including pushing Items that were pulled from a distributor.

June 27th - Release 2.296.0

  • With our ConnectWise integration, we now try to find or create a Product Manufacturer when this information is available on the Quoter Line Item.
  • With our ConnectWise integration, we now do a better job of pushing the Quoter Person’s shipping address to the appropriate areas within ConnectWise.
  • With our Xero integration, we now allow you to either use the Quoter Quote Number with a prefix as the Xero Invoice Number, or allow Xero to control the Invoice Number creation to ensure sequential numbering.

June 25th - Release 2.295.0

  • We now show an Item’s recurring frequency along with pricing information in various areas, including when adding an Item to a Quote.
  • With our ConnectWise integration, if we find an Inactive Product by Product ID, we switch it to Active so it can be associated with an Opportunity.
  • Improvements to the way we display Line Item discounts.
  • Improvements to the way we display Quote-level discounts, including those via Discount Code.

June 25th - Release 2.294.0

  • Fixed a bug on Quote Edit where a Quote Line Item would be lost under certain rare conditions.
  • With our ConnectWise integration, better handling of Contacts where their Company’s were deleted during Person Search, and Person / Quote push.
  • With our ConnectWise integration, we now indicate a “warning” status when certain things fail to push, but do not justify abandoning the remainder of the push data.
  • With our ConnectWise integration, we now always create a Site for addresses, rather than storing them in a Contact’s Profile.

June 24th - Release 2.293.0

  • Fixed a bug with Product Search / Product Cloud where an unavailable cost and an explicitly zero cost were being handled the same.
  • Fixed a bug with our Approvals functionality which would prevent the viewing of a Quote under certain circumstances.
  • With our ConnectWise integration and Person Search, we now allow searching by additional phone numbers, although the “Direct” number is the only one that will populate.
  • With our ConnectWise integration and Person Search, we now prefer the Contact’s Site address over the Personal Address.
  • In the notification email that we send when an Integration request fails 3 times, we’ve included some information about which record we were trying to push.

June 20th - Release 2.292.0

  • Fixed a bug with our Kaseya integration where we always attempted to create a Vendor, even when a match existed.
  • With our Kaseya integration, changed the Opportunity Subject to include the Quote name.

June 19th - Release 2.291.0

  • Changed the Account Settings’ Contact Email label to more accurately describe the setting.
  • On Quote Preview, prevent the Create Quote button from being clicked multiple times.
  • We now respect the default Currency symbol in the Apply Manual Shipping Amount input on Quote create.

June 14th - Release 2.290.2

  • Fixed a bug with our ConnectWise integration where Products weren't being created under some conditions.

June 14th - Release 2.290.0

  • With our ConnectWise integration, we now map the Quoter Quote’s Shipping Address to the Opportunity’s Shipping Information.
  • Autotask Integration improvement: properly push recurring Quoter Item discounts to Autotask Quotes.
  • With our Autotask integration, we now map the Quoter Item Supplier information to Autotask Vendor type Accounts.

June 13th - Release 2.289.0

  • Updated the language in our Autotask Integration to be more clear and concise.
  • Improvements to our Autotask Product search logic and mapping.
  • Improvements to our Autotask Product (for up-front Quoter Items) push logic and mapping.
  • Improvements to our Autotask Service (for recurring Quoter Items) push logic and mapping.
  • With our Kaseya BMS integration settings, limit the Vendor Account Type select to only Vendor Account types.

June 11th - Release 2.288.0

  • With our Kaseya BMS integration, we now push the Line Item’s Supplier when available.
  • With our Kaseya BMS integration, improvements to our recurring Line Item push to BMS Services.
  • With our Kaseya BMS integration, we now push the Line Item’s Manufacturer when available.

June 11th - Release 2.287.0

  • Fixed a bug with our Kaseya BMS integration where adding a manual shipping amount to a Quote would cause the push to fail.
  • Some improvements to pushing Products to Kaseya BMS.
  • Fixed a bug with our Kaseya BMS integration where we were not respecting the Default Opportunity Type setting.

June 7th - Release 2.286.0

  • Improved our ConnectWise product matching algorithm.

June 7th - Release 2.285.0

  • Updated the language in our Kaseya BMS integration to be more clear and concise.
  • When using Product Search with Kaseya BMS, we now return Services, which are always marked as recurring after import.

June 6th - Release 2.284.0

  • When using Product Search with ConnectWise, always allow adding an Item regardless of its UOM. After the Item is imported, it will only be set as recurring if the UOM matches the Template's recurring frequency as mapped in the Recurring Item Frequency Mapping table.
  • Added additional fields to our Custom Webhook push.

June 5th - Release 2.283.0

  • Updated our Items Report export CSV columns to use friendlier names.
  • We now show a UOM column when using Product Search with ConnectWise
  • Support for additional Ingram Micro countries.
  • Improvements to Product Search with Kaseya.

June 4th - Release 2.282.0

  • Fixed a bug with our ConnectWise integration where the Country matching could fail under certain circumstances.

June 3rd - Release 2.281.0

  • Brand new Item Category management, including Subcategories.

May

May 31st - Release 2.280.0

  • When adding or editing a Synnex Integration, it now returns error messages directly from Synnex.

May 30th - Release 2.279.0

  • Added a Moneris (Canada) Payment Gateway.

May 30th - Release 2.278.1 

  • Added support Tech Data Europe

May 29th - Release 2.277.0

  • Fixed a bug with our Xero integration, where the Inventory Product name could be too long, preventing creation. It is now limited to maximum of 50 characters.
  • With Product Cloud, we now show the currency symbol based on the Account's default currency.

May 29th - Release 2.276.0

  • Display addresses in the Irish format for our Irish partners.
  • When using Product Search with ConnectWise, recurring Services in ConnectWise that do not match the recurring frequency of the Template cannot be added to the Quote.
  • Fixed a bug on Quote edit where adding an Item with options and failing validation would cause the form to become unresponsive.
  • Small fix where pressing enter during Item creation now attempts to submit the form instead of adding an Item Option.

May 27th - Release 2.275.0

  • Fixed a bug where a Tiered Pricing Item's cost was not loaded when added to a Quote revision.
  • Set Autotask Quotes to active by default.
  • Fixed a bug where, after a Product Search conducted by a User without See Margins permissions, the cost would not be saved for the Line Item.

May 24th - Release 2.274.3

  • Markup/margin pricing calculations now round to 2 decimals by default.

May 21st - Release 2.274.2

  • Fixed a bug where the links in the Quote opened notification email were broken.

May 21st - Release 2.274.0

  • On Quote revision, we now show a read-only cost field for User Types that can't edit margins, but have the "See Margins" flag enabled.
  • When using Product Search, a User's "See Margins" flag is now respected and cost will not show if the flag is off.
  • Improved the Product/Service matching on push with our ConnectWise integration.

May 21st - Release 2.273.0

  • Groundwork for our Tech Data EU integration, coming soon.

May 14th - Release 2.272.0

  • Update to our ConnectWise integration to set Products with a "Service" Product Class in ConnectWise to recurring in Quoter.
  • Updated the language in our ConnectWise integration to be more clear and concise.
  • Fixed a bug where, when editing a Quote using the non default currency, the wrong pricing data could be loaded for added Items.

May 13th - Release 2.271.0

  • With our ConnectWise integration, added the ability to map Quoter recurring frequencies to ConnectWise UOM.
  • Fixed Synnex authentication issue where passwords contain special characters.

May 8th - Release 2.270.0

  • Fixed dropdown sorting issues in our ConnectWise Integration.
  • Fixed a bug where editing Item Categories (previously Item Types) was broken.

May 7th - Release 2.269.0

  • When entering the pricing information of an Item, you can now price by markup.
  • With our ConnectWise integration, we are now always creating an Opportunity note with the Quote name.
  • Renamed Item Type to Item Category.

May 3rd - Release 2.268.0

  • Our Product Cloud search will now return distributor results even if the product cannot be found via Etilize.
  • Added the option to be sent an email when a prospective customer first opens your Quote.
  • Fixed a bug where some areas of the app were not respecting an account's default currency symbol.

May 2nd - Release 2.267.1

  • Fix for our Nutshell integration in cases where Nutshell Territories are being used.

April

April 30th - Release 2.266.0

  • Rebuilt our Mailchimp integration with their new API.

April 29th - Release 2.265.0

  • Fixed a bug with our ConnectWise integration where a long title or code field would prevent an Item from pushing.
  • Fixed a bug on Quote edit where pricing would not update after removing an Item Option.
  • Changed references of Product Catalog to Product Search in our Integration settings, where applicable.

April 23rd - Release 2.264.1

  • Fixed an issue with the ConnectWise Region drop down not displaying values for some partners.
  • Fixed an issue with HubSpot Integration errors caused by a HubSpot API change.

April 17th - Release 2.264.0

  • Removed the anonymous public quoting option.

April 17th - Release 2.263.0

  • Updated the Autotask LiveLinks to Quoter.
  • Added Quote comments and Line Item cost to our custom webhook push.

April 16th - Release 2.262.1

  • Fixed an issue where our Xero integration wasn't respecting the invoice prefix setting.

April 11th - Release 2.262.0

  • Added additional mapping options to our Autotask integration.
  • Mapped additional fields from Quoter to Autotask. Please refer to our Datto Autotask PSA Field Mappings KB article for more details.
  • Fixed a bug where the tax percentage input on Quote edit was being rounded to two decimal places.
  • Added an option to our Xero integration to retain the primary Contact information.

April 11th - Release 2.261.2

  • Fix for a ConnectWise Product Search bug some Partners were experiencing.

April 11th - Release 2.261.1

  • Fix for error that sometimes occurred when trying to load the Add Item modal on Quote create or edit.

April 11th - Release 2.261.0

  • Better handling of Autotask recurring products, and services during both Product Search and Quote push.
  • Show the user's full name on the Reports Leaderboard.
  • Relabeled some fields in our Autotask integration to properly reflect the Autotask naming.

April 9th - Release 2.260.0

  • A couple of goodies we're not quite ready to show you yet.

April 5th - Release 2.259.0

  • Removed the Inquiries feature ("Have a question?") from public facing quote forms.

April 5th - Release 2.258.0

  • Fixed an issue with our ConnectWise integration, where during Person search, ConnectWise deals that expire today would not appear.
  • With our Autotask integration, added the ability to map Quote Statuses to Autotask Stages.

April 4th - Release 2.257.0

  • Support direct image uploads in our content editor!
  • When using our Person Search feature with Datto Autotask PSA, only retrieve Contacts that are active, and that are part of an active Account.
  • Updated the Autotask PSA branding to Datto Autotask PSA.

April 3rd - Release 2.256.0

  • We added the ability to bulk delete Items.
  • Improved the email that's sent if an Integration request fails

March

March 29th - Release 2.255.0

  • Added cost inputs when creating a Quote revision.

March 28th - Release 2.254.0

  • Improve some Kaseya BMS Item search queries.
  • Fixed a bug where there was no space between the Account address region and postal code.

March 27th - Release 2.253.0

  • Added a Billing Statements section in Account > Settings > Account Information with a field to set which email address(es) get our monthly billing statements.
  • Removed the ability to change plans within an account.
  • Added Quote order notification recipients field at the Template level, which is merged with options in Settings > General > Order Notification Recipients.
  • Moved the Quote "Review" button to the left in the Actions columns when in the Quotes Pending Approval area.

March 22nd - Release 2.252.0

  • Cleaned up the display of violated elements on a Quote that requires approval.

March 22nd - Release 2.251.0

  • Added Quote Name to our Custom Webhook push.

March 21st - Release 2.250.0

  • We now show the list of broken rules when viewing a rejected Quote.
  • Added two regions to Mexico, "Ciudad de Mexico" and "Estado de Mexico".

March 19th - Release 2.249.0

  • Fixed a bug where certain Users couldn't edit their own profile.
  • Updates to the highlighting of elements that violated an Approval Policy.

March 19th - Release 2.248.0

  • A couple of goodies we're not quite ready to show you yet.

March 18th - Release 2.247.1

  • A couple of goodies we're not quite ready to show you yet.

March 18th - Release 2.247.0

  • We are now highlighting the rows and data that caused a Quote to require Manager Approval.
  • Fixed a bug where the Pending Approval badge count wasn't being populated on Quote Preview.

March 14th - Release 2.246.0

  • UK partners will now see addresses in UK format.
  • Added an option to our Xero integration for using the Quoter Quote Number as the Xero Invoice Number, which used to be the default.

March 14th - Release 2.245.1

  • A couple of goodies we're not quite ready to show you yet.

March 14th - Release 2.245.0

  • Include Item description when exporting Quotes with Items.
  • Fixed a bug with ConnectWise push, where a Company could not be created if their state/region did not exist in ConnectWise.
  • Warn and delete any approver relationships a User may have if that User is edited and certain changes have been made.

March 13th - Release 2.244.0

  • Fixed a bug where the Reseller info would not show on Quote preview PDF or webview if one was selected during Quote create.

March 12th - Release 2.243.0

  • Added the ability to bulk delete Quotes in the Pending Approvals area.
  • Fixed a bug that occurred when emailing a Quote during creation, where the Quote Name localization wasn't being respected in the email subject.

March 11th - Release 2.242.0

  • Added Line Item name and description "is" or "contains text" rule type.

March 7th - Release 2.241.0

  • Added the "Post Quotes as one revision" option to our Kaseya BMS integration.
  • Added the "Post Quotes as one revision" option to our QuickBooks Online integration.
  • Fixed a bug with Autotask Person search, where an existing title would cause the organization field to not populate.
  • Added the ability to copy an existing Approval Policy.

March 6th - Release 2.240.1

  • Fixed bug with on-prem ConnectWise Item Search.

March 6th - Release 2.240.0

  • Increased the display limit for Product Catalog to 100 items.
  • When searching Distributors, modified error messages displayed when no results are found.

March 5th - Release 2.239.0

  • A couple of goodies we're not quite ready to show you yet.

March 1st - Release 2.238.0

  • Improved Quoter to ConnectWise contact mapping.

February

February 27th - Release 2.237.0

  • During Product Search with QuickBooks Online, we now map the QBO Product SKU to the Quoter Code.

February 27th - Release 2.236.0

  • Added support for older on-prem ConnectWise versions.
  • Fixed a bug where the bottom bulk actions button wasn't working on the Quotes listings page.
  • Prevent Chrome from autocompleting contact information when entering a signature during checkout.

February 25th - Release 2.235.1

  • We now properly handle date formats we don't understand in the Expiry Date field on Quote Revision.
  • Fixed a bug where pushing a Quote to ConnectWise wouldn't properly create the Opportunity in some cases

February 22nd - Release 2.235.0

  • In Account > Users, merged the first and last name columns into Full Name, for space savings.

February 21st - Release 2.234.1

  • A couple of goodies we're not quite ready to show you yet.

February 21st - Release 2.234.0

  • A couple of goodies we're not quite ready to show you yet.

February 21st - Release 2.233.0

  • Fixed a bug during Item copy, where the original Item's images would be lost when saving the copy.
  • When doing an Item search with QuickBooks Online, we now map the QBO Preferred Vendor to the Quoter Item Supplier field.

February 15th - Release 2.232.0

  • Fixed an issue where adding a D&H Integration would fail even when credentials were valid.

February 14th - Release 2.231.0

  • Allow Salespersons to see and modify an Item's cost when adding from a distributor.
  • Fixed a bug where an Item could be lost after previewing a Quote and then returning to the Quote create screen.
  • Fixed a bug where an error could occur when adding a Synnex integration with incorrect credentials.
  • Fixed a bug where the ConnectWise "Post Quotes as one revision" option was always checked, regardless of its setting.

February 13th - Release 2.230.0

  • Changed our Hubspot Opportunity search to also return Deals that expire today.

February 11th - Release 2.229.0

  • Improved instructions for adding a Distributor (for use with our Product Search feature).

February 8th - Release 2.228.0

  • When adding an Integration with support for posting Quote revisions as one record, this option is now enabled by default.

February 6th - Release 2.227.0

  • Fixed a bug where the re-assign Leads modal would not populate when deleting a User.
  • Fixed a bug with our Nutshell CRM integration where Quote PDFs were not being sent successfully.

February 6th - Release 2.226.0

  • Fixed a bug where a blank sub-navigation was shown when editing a User for some User Types.
  • We have removed our in-app feature notification alert from the dashboard in favour of Intercom alerts.
  • Fixed a bug where a Quote level discount was not showing as a line item in the upfront table.
  • Fixed a bug on Quote revision, where an erroneous discount line item was displayed in the recurring pricing table.

February 5th - Release 2.225.0

  • Fixed an issue where the regions of some countries were not sorted alphabetically in the dropdown when creating a Quote.
  • Dashboard optimizations.

February 4th - Release 2.224.0

  • Fixed a bug where Quote and Person delete would fail in some tables.

January

January 31st - Release 2.223.1

  • Fixed a bug with our Infusion V2 Integration, where the API token was not being refreshed properly causing issues pushing data, and editing the Integration.
  • Fixed a bug with our Pipedrive Integration Person Search, where customer's names were not appearing.
  • Fixed a bug that was causing Product Search to fail with ConnectWise.

January 31st - Release 2.223.0

  • We fixed up some issues with Product Catalog when searching Distibutors, including making MPNs case insensitive, supporting special characters, and indicating when no results were found.

January 30th - Release 2.222.0

  • A couple of goodies we're not quite ready to show you yet.

January 28th - Release 2.221.0

  • Fixed a bug in Safari and Firefox where an incorrect total would be calculated on a Quote revision if you resorted an Item immediately after entering a quantity.
  • When doing a Person Search by Organization (where available), we now sort the results by Organization, Last Name, First Name.
  • Fixed a bug where the ##RecurrenceInterval## field wasn't properly mail merging.
  • Fixed a bug where the PDF that is generated for Integrations push would sometimes not show the Cost Breakdown or Totals sections.

January 25th - Release 2.20.0

  • Fixed a bug where, under certain conditions, a Quote level recurring discount would not appear in the pricing table.
  • Fixed a bug where inactive contacts were returned when using Person Search with ConnectWise. In the Integration options, we also added the ability to choose which Company Statuses should be included when searching.

January 24th - Release 2.219.0

  • Fixed a bug where deleting a Person from the People list would not refresh the table.

January 23rd- Release 2.218.0

  • A couple of goodies we're not quite ready to show you yet.

January 22nd - Release 2.217.0

  • Released v1 of our Etilize integration
  • Fixed a bug on internal Quote view where the Manufacturer / Code data was not shown in grey text if hidden from the customer (set in Settings > Pricing Table).

January 21st - Release 2.216.0

  • Fixed a bug with ConnectWise product search where inactive products were being returned.

January 18th - Release 2.215.0

  • On a Quote, updated the location of the Code from the oft-hidden column to under the Item's description. It can still be hidden from customers in Settings > Pricing Table. We now also show the Manufacturer, if set.
  • When viewing a Quote internally, all content is shown regardless of its visibility setting (pricing table data, totals, Cost Breakdown), and content hidden from the customer is denoted with grey text.

January 17th - Release 2.214.0

  • A couple of goodies we're not quite ready to show you yet.

January 16th - Release 2.213.0

  • When searching for Items in ConnectWise, we now map the ConnectWise vendor field to the Quoter supplier field.

January 15th - Release 2.212.0

  • A couple of goodies we're not quite ready to show you yet.

January 10th - Release 2.211.0

  • Fixed a bug where the Item description tooltips on the Items overview page were displaying in the wrong location.
  • Refreshed the Person view, including some fixes and updates to the Related Quotes table.

January 8th - Release 2.210.0

  • During Person Search with Kaseya BMS, allow the selection of an existing Opp
  • During Person Search with ConnectWise, ensure that the company address is pulled instead of the personal address.

January 7th - Release 2.209.0

  • Fixed a bug where bulk deleting Quotes would show a confirm dialog for each Quote.
  • When creating a Quote and using Person Search with Autotask, allow the ability to search by organization.

January 7th - Release 2.208.0

  • When pushing an Item to ConnectWise, the supplier and supplier SKU fields are mapped to the ConnectWise product's vendor and vendor SKU fields, respectively.

January 3rd - Release 2.207.0

  • When creating a Quote and using Person search with the Zoho integration, allow searching by organization.

January 2nd - Release 2.206.0

  • Fixed a bug where a Quoter Item's Code was not being pushed to the ConnectWise Product's MFG Part #.
  • We renamed Settings > Quote Columns to Settings > Pricing Table for clarity.
  • When editing ConnectWise or Kaseya integrations, use full page width.
  • Add full editor toolbar support for Template's acceptance terms field.
  • Fixed a bug with some integration's (i.e. ConnectWise) handling of new lines in descriptions when searching for products.
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