December
December 15th - Release 2.586.1
With our HubSpot Integration, if the existing Deal in HubSpot is not in the Default Pipeline, the Deal Pipeline/Stage will not be updated on push.
With our Webhooks, we now include the distributor name if the Line Item was pulled from a supported distributor.
December 9th - Release 2586.0
A couple of goodies we're not quite ready to show you yet.
December 2nd - Release 2585.2
Fixed an issue where the Accept Quote button was not always being displayed in Portrait Mode when viewing the Quote on a mobile device.
Fixed a User display issue when a Username included a special character.
November
November 30th - Release 2585.1
A couple of goodies we're not quite ready to show you yet.
November 28th - Release 2585.0
A couple of goodies we're not quite ready to show you yet.
November 24th - Release 2584.1
A couple of goodies we're not quite ready to show you yet.
November 23rd - Release 2584.0
A couple of goodies we're not quite ready to show you yet.
November 22nd - Release 2583.0
User-Level Permissions for editing Unit Cost for Reseller Admins User Type and below.
November 15th - Release 2582.1
With our Procurement Pick List feature, fixed an issue where unselected Optionals were erroneously being displayed.
November 7th - Release 2.582.0
With our ConnectWise Integration, we now update the ConnectWise Opportunity Proposed Close Date field with the Quote Won Date when a Quote changes to a Won Status (Accepted, Ordered, or Fulfilled).
October
October 27th - Release 2.581.1
With our Procurement Pick List feature, fixed an issue where an empty cost was erroneously being displayed as $0.00.
October 27th - Release 2.581.0
October 27th - Release 2.580.1
With our ConnectWise Integration, fixed an issue where an Opportunity could be assigned to an Inactive ConnectWise Member.
With our Xero Integration, fixed an issue where Quotes associated with Resellers weren't being pushed to Xero.
October 26th - Release 2.580.0
With our Webhooks Integration, we now push the Item’s
public idwith Line Item, and the Quotewon_date.
October 12th - Release 2.579.1
A couple of goodies we're not quite ready to show you yet.
October 11th - Release 2.579.0
With our Syncro Integration, Payments are now added to Invoices (requires Payments - Create permission to be enabled in Syncro. Click here to learn more.).
With our Autotask Integration, fixed an issue with Autotask Name match, but MPN mismatch.
October 5th - Release 2.578.3
A couple of goodies we're not quite ready to show you yet.
October 4th - Release 2.578.2
A couple of goodies we're not quite ready to show you yet.
October 3rd - Release 2.578.1
A couple of goodies we're not quite ready to show you yet.
October 3rd - Release 2.578.0
With our QuickBooks Online Integration, we now map the Quote.won_date to the Invoice TxnDate (if available).
September
September 30th - Release 2.577.4
With our Stripe Payment Gateway, warning message (Please do not close or refresh this page until you receive an Order Completed message) is now displayed on Checkout.
With our Zoho Integration, if Deal Selector is used on Quote Create, the existing Zoho Deal name will be preserved.
September 28th - Release 2.577.2
With Product Cloud, improved handling of encoded characters with our Update via Product Cloud feature.
September 27th - Release 2.577.1
With our Automated Quote Reminders, fixed an issue where Quote Reminder emails were being sent after a Quote had already been Approved.
September 26th - Release 2.577.0
With our HubSpot Integration, we now support connecting via Private App Access Token to authenticate your HubSpot account.
September 15th - Release 2.575.0
September 7th - Release 2.574.1
With our ConnectWise Integration, multibyte character handling improvements.
August
August 25th - Release 2.573.7
With our ConnectBooster Integration, we now show the Deposit Amount in the Order Notification Email.
August 23rd - Release 2.573.6
With our Autotask Integration, we now respect the Quote’s Non-Taxable Setting (which comes from the Template) when determining if we should set the Autotask Quote’s Line Items to Taxable.
August 18th - Release 2.573.3
A couple of goodies we're not quite ready to show you yet.
August 18th - Release 2.573.2
With our Syncro Integration, the Line Item Price now reflects the Quoter Line Item Price instead of the Syncro Product Price.
August 15th - Release 2.573.0
With our HubSpot Integration, fixed an issue where Quotes were failing to push due to an Invalid_Integer error.
With our Webhooks Integration, enhancements include support for Quote Total Margin One-Time, Quote Total Margin Recurring, and Public IDs for Items, Categories, Manufacturers and Suppliers.
August 5th - Release 2.572.3
With our Xero Integrations, fixed an issue where Partners using Xero UK were unable to retrieve Revenue Accounts.
August 3rd - Release 2.572.2
A couple of goodies we're not quite ready to show you yet.
August 2nd - Release 2.572.1
New Line Item Discount Approval Rule Types are now supported with our Manager Approvals feature.
July
July 29th - Release 2.572.0
A couple of goodies we're not quite ready to show you yet.
July 26th - Release 2571.1
With our Zoho Integration, fixed an issue where in some cases the Shipping Address was being erroneously removed from the Zoho Deal.
With our Syncro Integration, Optional Items selected on Checkout are now reflected on the Syncro Invoice.
July 26th - Release 2571.0
With our Xero Integration, Tax Code Mapping is now supported.
Fixed an issue where trailing spaces in the Line Item Name were causing Integration failures.
July 25th - Release 2570.12
With our Avalara Integration, fixed an issue where Quotes could not be published, saved, or revised if Shipping Information was missing.
July 21st - Release 2570.11
With our Avalara Integration, improved validation when required information is missing on Quote Create.
July 19th - Release 2570.10
With our Manager Approvals feature, we've made improvements to the Approval Policies when Quotes are created with only One Time Items or Quotes with only Recurring Items.
July 18th - Release 2570.9
With our Avalara Integration, fixed an issue where Taxes were not being calculated for Optional Items selected during Quote Acceptance.
July 18th - Release 2570.8
Tax Exemption Number is now supported when exporting People to CSV.
July 14th - Release 2570.7
With our Avalara Integration, we now pass the Tax Exemption Number associated with the Quoter Person.
July 13th - Release 2570.6
A couple of goodies we're not quite ready to show you yet.
July 6th - Release 2570.5
A couple of goodies we're not quite ready to show you yet.
June
June 30th - Release 2570.4
With our QuickBooks Online Integration, fixed an issue where the Transaction push was failing when Create Estimates was enabled but Create Invoices was disabled.
June 29th - Release 2570.3
Fixed an issue where Draft Quotes were unable to be deleted.
With our QuickBooks Online Integration, fixed an issue where the Transaction push was failing when Create Estimates and Create Invoices were enabled.
June 29th - Release 2570.2
A couple of goodies we're not quite ready to show you yet.
June 27th - Release 2570.1
Fixed an issue where Legacy Taxes were not being displayed in some cases.
June 27th - Release 2570.0
A couple of goodies we're not quite ready to show you yet.
June 23rd - Release 2569.5
Fixed an issue where the Quote Deposit percentage wasn't being properly calculated by Stripe resulting in a 100% Deposit being collected for the Quote.
June 22nd - Release 2569.4
A couple of goodies we're not quite ready to show you yet.
June 21st - Release 2569.3
A couple of goodies we're not quite ready to show you yet.
June 17th - Release 2.569.2
A couple of goodies we're not quite ready to show you yet.
June 17th - Release 2.569.1
A couple of goodies we're not quite ready to show you yet.
June 17th - Release 2.569.0
Stripe 3D Secure Validation.
June 16th - Release 2.568.7
A couple of goodies we're not quite ready to show you yet.
June 14th - Release 2.568.6
A couple of goodies we're not quite ready to show you yet.
June 9th - Release 2.568.5
With our Xero Integration, fixed an issue where the Contact Phone wasn't being added when a new Contact was created in Xero.
June 8th - Release 2.568.4
With our Zoho Integration, fixed an issue where Recurring Line Item Discounts weren't being pushed in some cases.
Note: Quote Level Recurring Discounts cannot be pushed to Zoho.
June 7th - Release 2.568.3
With our Webhook and Zapier Integrations, we now push the Person’s
public_id.Fixed an issue where the input for an Optional Item with Editable Quantity was not being shown when viewing the Quote Web View on a mobile device.
June 6th - Release 2.568.2
Acceptance Validation Improvements.
June 2nd - Release 2.568.1
A couple of goodies we're not quite ready to show you yet.
June 2nd - Release 2.568.0
Product Cloud Enhancements.
May
May 30th - Release 2.567.3
Updated Add Item modal size.
May 25th - Release 2.567.2
A couple of goodies we're not quite ready to show you yet.
May 20th - Release 2.567.1
Fixed an issue where
Quotes that have been won (are in a status of Accepted, Ordered, or Fulfilled) cannot be modified, please start a new Quote.error was erroneously being displayed.
May 19th - Release 2.567.0
A couple of goodies we're not quite ready to show you yet.
May 17th - Release 2.566.9
A couple of goodies we're not quite ready to show you yet.
May 11th - Release 2.566.8
QuickBooks Online Integration Improvements.
May 10th - Release 2.566.7
A couple of goodies we're not quite ready to show you yet.
May 6th - Release 2.566.6
A couple of goodies we're not quite ready to show you yet.
May 5th - Release 2.566.5
A couple of goodies we're not quite ready to show you yet.
May 5th - Release 2.566.4
Improved messaging for Integration Tax Mapping Failure.
May 4th - Release 2.566.3
With our Synnex Integration, fixed an issue where having
&in the password would cause an invalid credentials error.
May 3rd - Release 2.566.2
A couple of goodies we're not quite ready to show you yet.
April
April 29th - Release 2.566.1
A couple of goodies we're not quite ready to show you yet.
April 27th - Release 2.566.0
Tax Code Mapping button behaviour improvements.
April 26th - Release 2.565.9
A couple of goodies we're not quite ready to show you yet.
April 26th - Release 2.565.8
With our Etilize Integration, fixed an issue where the Etilize Product Information Catalog wasn't saving.
April 22nd - Release 2.565.7
A couple of goodies we're not quite ready to show you yet.
April 21st - Release 2.565.6
Fixed issue with incorrect Bundle Component Quantity.
April 20th - Release 2.565.5
Fixed an issue where the Margin tooltip wasn't showing on the Internal Quote View.
Improved validation for Quotes attempting to be published with negative Quantity Line Items.
Added Recurring Item notice to the Item Reporting Audit.
April 19th - Release 2.565.4
With our Reporting feature, fixed an issue where in some cases the Leaderboard wasn't matching the Quote Export for the same date range.
With our Optionals feature, Editable Quantity is now supported.
April 18th - Release 2.565.3
Updated Footer Label.
Updated Footer Style.
April 14th - Release 2.565.2
A couple of goodies we're not quite ready to show you yet.
April 13th - Release 2.565.1
With our Autotask Integration, fixed an issue with special character handling in the Organization Name when matching to existing Accounts.
April 7th - Release 2.564.0
A couple of goodies we're not quite ready to show you yet.
April 7th - Release 2.563.1
A couple of goodies we're not quite ready to show you yet.
April 6th - Release 2.563.0
A couple of goodies we're not quite ready to show you yet.
April 4th - Release 2.562.1
A couple of goodies we're not quite ready to show you yet.
March
March 28th - Release 2.562.0
Order Notification Emails now support Acceptance Custom Fields.
Fixed case sensitivity for Supplier/Manufacturer during Item Import.
Localization support for Quote Summary.
March 25th - Release 2.561.0
A couple of goodies we're not quite ready to show you yet.
March 24th - Release 2.560.1
A couple of goodies we're not quite ready to show you yet.
March 24th - Release 2.560.0
A couple of goodies we're not quite ready to show you yet.
March 24th - Release 2.559.0
Fixed an issue where Users were not able to use the mouse to select and highlight content on the Quote Create/Edit page.
March 22nd - Release 2.558.4
A couple of goodies we're not quite ready to show you yet.
March 17th - Release 2.558.3
QuickBooks Online Integration Improvements.
March 17th - Release 2.558.2
A couple of goodies we're not quite ready to show you yet.
March 17th - Release 2.558.1
Fixed an issue with Sections not being shown when viewing the Manager Approval Review Web View.
March 16th - Release 2.558.0
A couple of goodies we're not quite ready to show you yet.
March 11th - Release 2.557.0
With our Realex Payments Payment Gateway, fixed an issue where spaces weren't being stripped from Realex orderid
With our QuickBooks Online Integration, we now support Line Item Discounts for QBO France.
March 9th - Release 2.556.3
A couple of goodies we're not quite ready to show you yet.
March 8th - Release 2.556.2
Fixed erroneous Section display when the Section only contained $0 Percentage Based Items.
March 3rd - Release 2.556.1
Default setting for Person Search.
March 2nd - Release 2.555.3
A couple of goodies we're not quite ready to show you yet.
March 2nd - Release 2.555.2
With our Autotask Integration, improved Product Cloud search.
February
February 24th - Release 2.555.1
A couple of goodies we're not quite ready to show you yet.
February 24th - Release 2.555.0
Fixed an issue with Template Sections Drag/Drop.
CKEditor Upgrade to 4.17.2.
February 23rd - Release 2.554.0
Performance upgrades.
Removed Constant Contact Integration.
February 17th - Release 2.553.1
With our Autotask Integration, improvements to our Opportunity push.
Fix for navbar rendering issues in Chrome.
February 16th - Release 2.553.0
Updated Quoter Logo, Icon and Favicon.
February 15th - Release 2.552.1
With our ConnectWise Integration, fixed Missing Tax Code mapping error.
February 14th - Release 2.552.0
A couple of goodies we're not quite ready to show you yet.
February 14th - Release 2.551.0
A couple of goodies we're not quite ready to show you yet.
February 10th - Release 2.550.0
A couple of goodies we're not quite ready to show you yet.
February 9th - Release 2.549.0
A couple of goodies we're not quite ready to show you yet.
February 8th - Release 2.548.0
With our Autotask Integration, fixed a bug where the monthly recurring amount was missing after the Quote is Accepted.
February 7th - Release 2.547.0
A couple of goodies we're not quite ready to show you yet.
February 4th - Release 2.546.0
A couple of goodies we're not quite ready to show you yet.
January
January 26th - Release 2.545.2
With our Syncro Integration, fixed an issue where HTML wasn't being stripped from the Line Item Description.
With our Autotask Integration, fixed a matching issue when searching by product name.
January 25th - Release 2.545.1
A couple of goodies we're not quite ready to show you yet.
January 20th - Release 2.545.0
A couple of goodies we're not quite ready to show you yet.
January 19th - Release 2.544.0
A couple of goodies we're not quite ready to show you yet.
January 19th - Release 2.543.0
A couple of goodies we're not quite ready to show you yet.
January 19th - Release 2.542.0
For Partners in the UK and Australia using our Syncro Integration, we now push the Line Item Unit Price inclusive of Tax.
##UserEmail##and##QuoteExpiryDate##have been added as Mail Merge Fields
January 7th - Release 2.541.1
A couple of goodies we're not quite ready to show you yet.
January 4th - Release 2.541.0
A couple of goodies we're not quite ready to show you yet.