Fix for Autotask Missing Required Field: companyName Error

Fix for Optional negative Percentage-Based Items not showing on Quote View

Autotask fix for no multi-currency

Autotask REST Deal Selector

Autotask REST Settings Query

Fixed Salesforce CloseDate Required Field integration push error

Fixed Dashboard Wizard `Click here to create your first Quote` link

Multiple Label Updates

Thai Character Unicode Handling

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

Fix for Autotask Opportunity Company bug

Fix for issue affecting saving ConnectBooster credentials

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

Autotask REST push Attachments

Fix for Zoho Contact data override bug

Fix for Salesforce string too long error

Autotask REST push to Products & Services

Autotask REST push to Vendors, ProductVendors

Autotask REST ShippingTypes query

Autotask REST push to Quotes, QuoteItems, QuoteLocation

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

Autotask REST Push Opportunities

Fixed recurring frequency not being pulled in when using Product Search with our supported Integrations.

Fixed Agile CRM connection problems

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

Autotask REST push Contacts

PDF component section fixes

Fixed Salesforce syntax error

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

Autotask Taxable Service fix

Fixed Autotask missing function for ConnectBooster sync

Autotask REST Companies

Hide “Bundle Includes:” text for Bundles with “Show Bundled Line Items” disabled

Autotask REST Product Search

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

Autotask REST Person Search

Product Cloud international support for Canada (English), Canada (French), UK, and Australia

Autotask REST API Authentication

Support for Quote Template Sections

Updated Quote-level Discount Controls

Added region and locale support for Etilize

We now push the proper unit_cost_total for some Integrations

Fix for duplicate person push queue

With our QBO Integration, improved special character handling

Line Item Custom Field validation fix

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

Fixed an issue with our Billing Console where we were unable to retrieve payment method

With our Person Search, we will no longer change selected Country dropdown when the Country data is empty

Fix for 100% Discount with Sections

Fix for Azure SAML logout error

Fixed an issue on Quote Create/Edit with manually applied Shipping fees

Fixed an issue with Checkout Custom Fields when Optionals were selected

Fixed an issue where in some cases the Deposit value could become $0.00

Fixed an issue where links would stack if the link was too long

Quote Sections Feature Release

Bundles Feature Release

Fixed a General Calculation Error caused by deleted Bundled Line Items

With our Syncro Integration, fixed an issue with broken Line Item and Discount mapping

Fixed an issue where the Accept Quote URL on PDF was broken

With our Zoho Integration, we now push the Reseller Name to the Zoho Quotes Team field

Fixed an issue where Item Name changes to Bundled Items weren’t being displayed on Quote Preview

Fixed an issue where Child Items were not being displayed on Quote Preview

Improved prompt when deleting a User from Quoter

With our Salesforce integration, fixed an issue where the Line Item Discount wasn't being pushed correctly to the Opportunity Product

With our Zapier Integration, we now push Checkout Custom Fields

With our Xero integration, fixed an issue where taxes could be pushed incorrectly

When Quoting, changed the Line Item details drawer expansion UI from a caret to a link on hover

Fixed an issue with Product Cloud, where some Tech Data promotional end dates were not being parsed properly resulting in an error response

When Quoting, when a default Country is selected on load, we now set Taxes accordingly

When Quoting, fixed an issue that allowed you to enter Item Name’s longer than the 100 character limit

With our Kaseya integration, fixed an issue where we could erroneously push duplicate Service Quotations

Fixed an issue with our Billing Console where the Invoice dates were shown incorrectly

With our Autotask integration, we now always set won Quotes to the Autotask Primary Quote

When viewing a Quote, the Total Upfront section is now bold, to match the other Totals sections

Fixed a General Calculation Error that could arise after updating a Currency

Fixed an issue with Optionals, where a discount entered prior to, or when, the LIne Item was marked as Optional, was lost/not respected

Updated our favicon color for the unfortunate souls not using their browser’s dark mode

With our Autotask integration, fixed an issue where we were not correctly pushing to Autotask Products’ Period Type field

Fixed an issue where the close modal “x” button was not displaying in some cases

With our new Bundles feature, prevent adding a Parent Item to a Bundle with mismatching Child Frequency

With our Xero integration, map Quoter Line Item data to the Xero Item’s Purchase Unit Price and Purchase Description fields

Quote Name added to the Manager Approval email

Fixed bug where the Email Tracking tab wasn’t showing the Email Content in Firefox

With our Xero integration, fixed a broken link to the field mapping article

When Quoting, the Account’s Country is now selected as the Person’s Country by default

With our QBO integration, fixed an issue where the Type wasn’t being displayed properly during Product Search

Fixed an issue with Manager Approvals, where Quotes without one-time Line Items and a one-time margin rule would erroneously require approval

With our HubSpot integration, fixed an issue where we were erroneously updating the Contact Owner

With our Salesforce integration, fixed an issue where we attempted to push a now read-only field, Quote.GrandTotal

With our HubSpot integration, fixed an issue where we would erroneously re-assign the Contact’s Owner.

In the Add Item to Quote modal, Item title links now open in a new tab

Persist Person Search source selection indefinitely

With our Stripe integration, perform basic Key validation to attempt to ensure valid values

With our Xero integration, better detection and logging for locked invoices.

With our HubSpot integration, reverted back to previous Contact/Company matching.

Unification Updates:
• Enable spell checker on CKEditor during Quoting.
• On revision, fixed a bug where a required Region would prevent submission if the Country doesn’t have any Regions.
• We now send two additional flag with Zapier and Webhook integrations: is_optional and is_optional_selected, to support the new Line Item’s Optionals feature.

With our Autotask integration, when Quoter Taxes “Include Shipping”, properly push this to Autotask.

With our Moneris integration, properly handle American Express “approved” responses.

With our Person Merge functionality, we will now only ever merge if a Person’s email and organization match. Formerly we would merge on email only match, unless specified by a backend configuration option.

Fixes for Agile CRM on Unification

Fix for Optionals - we now properly update a Quote’s margins after a Quote with updated Optionals is accepted

With our Salesforce integration, improve the matching logic between a Quoter Person and Salesforce Contact/Organization.

Unification Improvements
• fixed issues with enter keypress being ignored in both the Internal Notes section, and during Product Cloud search
• when a legacy Quote is edited or copied and had a Quote level discount, we now map it to the new Discount Applications, where possible
• fixed an issue that didn’t allow revisions of any Quote when viewing through Person view

Fixed some display issues with the Approvals public Quote Review page

With our HubSpot integration, on Quote Acceptance we now set the HubSpot Deal’s Close Date to today’s date

With our Custom Webhook, we now push the Shipping Address, first and last names.

Unification Improvements:
• fix for date picker validation failures on acceptance
• allow Shipping Info changes on Quote revision
• Quotes that are pending approval, or have been rejected, can now be copied (provided they have the requisite data)

With our ConnectWise integration, better push handling to prevent Line Item duplication under certain circumstances.

With our Quickbooks Online integration, when we create an Account, we only append the currency (e.g. “Quoter Software Inc. (CAD)“) to the Account Name if it’s not using the default currency.

Support for French address format for Partners based in France

Fix for Salesforce multi-currency regression bug

Support for the Ingram Micro REST API.

With our Salesforce integration, we now support multi-currency.

With our Quickbooks Online integration, better handling of special characters on Product Search.

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

On the admin order notification email, we now include the Internal Notes.

With our ConnectWise integration, better special character handling during Product Search.

With our HubSpot integration, we now push files with Public permissions.

With our Autotask integration, we now skip Line Items if we can’t push them, and raise a warning instead of failing the push completely.

With our Autotask integration, we will no longer update an Opportunity when it has a Sales Order attached.