December
December 19th - New Release
With our Webhooks Integration, we now support pushing Reseller data (if present) in the payload.
With Quoter Categories/Subcategories, fixed an issue where duplicates could be created if the Category/Subcategory name was greater than 50 characters.
December 19th - New Release
A couple of goodies we're not quite ready to show you yet.
December 8th - New Release
With our Kaseya Integration, improvements to our Opportunity Search feature.
December 7th - New Release
With our ConnectWise Integration, you can now choose to pull in the ConnectWise Opportunity Notes as Quote Comments when selecting an existing Deal in ConnectWise.
With our Reseller/Multi-Tenant feature, you can now choose to enable receiving Order Notifications if a Quote was created by a Reseller.
December 1st - New Release
With our Quote PDF, we'll now show a checkmark for toggled checkboxes for selected Optional Items.
With our Email Notification Settings, you can now configure which email recipients will receive Integration Errors that were previously only sent to the Account Owner(s). It will also you to choose to be notified for every Integration Error (enabled) or notified after the third failed attempt (disabled).
November
November 28th - New Release
A couple of goodies we're not quite ready to show you yet.
November 23rd - New Release
With our Product Cloud feature, we'll now show the MSRP and Weight when available from the Distributor.
November 17th - New Release
A couple of goodies we're not quite ready to show you yet.
November 14th - New Release
With our Product Cloud feature, improvements to displayed results when MPN isn't found by Etilize.
November 9th - New Release
With our PSA Items on Templates and in Bundles feature, Syncro is now supported when adding Items to Templates or Bundles.
November 3rd - New Release
With our Autotask Integration, fixed an issue where Recurring Items on Templates weren't pushing to Autotask in some cases.
November 2nd - New Release
A couple of goodies we're not quite ready to show you yet.
November 1st - New Release
A couple of goodies we're not quite ready to show you yet.
October
October 23rd - New Release
A couple of goodies we're not quite ready to show you yet.
October 20th - New Release
With our Autotask Integration, fixed an issue where Opportunities with Sales Orders attached were erroneously updated.
October 17th - New Release
With our ConnectWise Integration, Line Item Discounts are now supported for Recurring Items.
September
September 29th - New Release
With our ConnectWise Integration, improvements to ConnectWise Shipping Address logic.
With our Single Select feature, fixed an issue where Recurring Items were unable to be added to Single Select Sections on Templates.
September 28th - New Release
A couple of goodies we're not quite ready to show you yet.
September 27th - New Release
A couple of goodies we're not quite ready to show you yet.
September 22nd - New Release
With our Single Select feature, we now support Single Select Sections on Templates.
With our QuickBooks Online Integration, fixed an issue where Recurring Line Item Discounts weren't being pushed to QBO.
September 13th - New Release
With our PSA Items on Templates and in Bundles feature, fixed an issue where in some cases PSA Items were not being saved when Publishing a Quote.
September 7th - New Release
A couple of goodies we're not quite ready to show you yet.
August
August 29th - New Release
A couple of goodies we're not quite ready to show you yet.
August 21st - New Release
With our PSA Items on Templates and in Bundles feature, fixed an issue where in some cases PSA Items were unavailable to be added to Templates.
August 11th - New Release
With our ConnectBooster Payment Gateway, fixed an issue with the Quote Total that was being passed to ConnectBooster when Optional Items with Editable Quantities had been quoted.
Fixed an issue where the Quote was unable to be Previewed, Saved, or Published if a Section was deleted on Quote Create/Edit.
July
July 27th - New Release
With our ConnectWise Integration, fixed an issue where ConnectWise Items added to Templates weren't respecting the ConnectWise Taxable flag.
July 25th - New Release
July 21st - New Release
A couple of goodies we're not quite ready to show you yet.
July 20th - New Release
A couple of goodies we're not quite ready to show you yet.
July 19th - New Release
A couple of goodies we're not quite ready to show you yet.
July 17th - New Release
A couple of goodies we're not quite ready to show you yet.
July 12th - New Release
A couple of goodies we're not quite ready to show you yet.
July 10th - New Release
With our Autotask Integration, fixed an issue where Optional Quantities weren't being updated in Autotask.
July 5th - New Release
A couple of goodies we're not quite ready to show you yet.
June
June 28th - New Release
With our QBO Integration, fixed an issue where the 'Upfront' Amount pushed to QBO did not include Recurring 'Upfront' Payments.
With our QBO Integration, fixed an issue where Estimates weren't being created under certain conditions.
June 21st - New Release
With our Bundles feature, fixed an issue that prevented new Bundles from being created.
June 20th - New Release
A couple of goodies we're not quite ready to show you yet.
June 15th - New Release
A couple of goodies we're not quite ready to show you yet.
June 9th - New Release
With our QBO Integration, we reverted the 'Upfront' Amount fix released on May 26th due to reports of Estimates no longer being created on push.
June 8th - New Release
A couple of goodies we're not quite ready to show you yet.
June 7th - New Release
A couple of goodies we're not quite ready to show you yet.
June 5th - New Release
A couple of goodies we're not quite ready to show you yet.
June 2nd - New Release
A couple of goodies we're not quite ready to show you yet.
May
May 26th - New Release
With our QBO Integration, fixed an issue where the 'Upfront' Amount pushed to QBO did not include Recurring 'Upfront' Payments.
May 5th - New Release
With our ConnectWise Integration, you can now map each ConnectWise Unit of Measure (UOM) to a Quoter Recurring Frequency.
May 2nd - New Release
With our ConnectWise Integration, filtered out Inactive Sites when using ConnectWise Site Selection.
April
April 28th - New Release
Fixed an issue where under certain conditions Custom Fields were being displayed on Checkout.
April 18th - New Release
With our Quote Export, added
Line Item Manufacturer
to Quote + Line Item export.
April 14th - New Release
With our ConnectWise Integration, upgraded ConnectWise API version from 2019.2 to 2022.2.
April 12th - New Release
April 11th - New Release
A couple of goodies we're not quite ready to show you yet.
April 10th - New Release
A couple of goodies we're not quite ready to show you yet.
April 4th - New Release
With our Syncro Integration, fixed an issue where Estimates and invoices weren't showing Pricing with Discounts.
With our Avalara Integration, fixed an issue where Quotes in some cases were failing to push to QuickBooks Online.
March
March 31st - New Release
March 30th - New Release
With our Avalara Integration, fixed an issue where Subcategories weren't using the Parent Tax Code when Taxes were calculated for the Quote.
March 30th - New Release
With our Preview Template feature, fixed an issue with unused Quote Template preview properties.
March 29th - New Release
With Templates, added Preview Template to allow previewing Quote Templates when creating or editing a Template.
March 28th - New Release
A couple of goodies we're not quite ready to show you yet.
March 27th - New Release
With CKEditor, added Font Family to the editor's toolbar.
March 27th - New Release
A couple of goodies we're not quite ready to show you yet.
March 24th - New Release
With our Avalara Integration, fixed an issue with the Date format.
March 23rd - New Release
A couple of goodies we're not quite ready to show you yet.
March 22nd - New Release
A couple of goodies we're not quite ready to show you yet.
March 21st - New Release
Improvements to our Quote Web View to better support Embedding iframe Content on Quotes
March 17th - New Release
Updated to CKEditor 4.20.2
March 17th - New Release
A couple of goodies we're not quite ready to show you yet.
March 15th - New Release
With our Avalara Integration, fixed an issue where push attempts to QuickBooks Online were failing to push to QBO.
March 15th - New Release
A couple of goodies we're not quite ready to show you yet.
March 15th - New Release
Fixed an issue where Parent/Child items were not being loaded under Items Add/Edit
March 14th - New Release
A couple of goodies we're not quite ready to show you yet.
March 8th - New Release
Fixed an issue where duplicate Suppliers weren't able to be deleted from the list of Suppliers.
March 7th - New Release
With our Avalara Integration, we now support pushing the Origin and Destination addresses to Avalara.
March 3rd - New Release
With our Bundles feature, fixed an issue where Non-Taxable Bundles were not showing the Non-Taxable icon.
March 2nd - New Release
With our Item Importer, fixed an issue where the Category/Subcategory fields weren't matching to existing Category/Subcategory due the case not being an exact match.
March 2nd - New Release
Fixed an issue where the Shipping Address Region wasn't being completely removed when editing a Person Record.
March 1st - New Release
With our Nutshell Integration, fixed
merged_into
error that was causing push attempts to fail.With our Autotask Integration, fixed an issue where no Line Item was pushed if the Product Name matches but a different MPN.
With our Bundles feature, fixed an issue where if a Bundle was marked as ‘Required' but a Quantity wasn't added before Saving the Quote as a Draft, the Bundle was removed from the Quote.
February
February 28th - New Release
With our Bundles feature, fixed an issue where copying an Item Bundle added a duplicate Line Item to a Section.
February 21st - New Release
A couple of goodies we're not quite ready to show you yet.
February 3rd - New Release
With our Webhooks Integration, we now push
supplier_id
in the payload.Fixed an issue where Line Items weren't being added to an Item Group on Save.
January
January 31st - New Release
With our ConnectWise Integration, fixed an issue where the Item Name was being duplicated in the Customer Description.
January 27th - New Release
With our Xero Integration, fixed an issue duplicate Invoices were being created under certain conditions.
January 24th - New Release
With our Autotask Integration, fixed an issue with undefined indexes.
With our Zoho Integration, we will no longer update an existing Account or Contact on push.
January 18th - New Release
Person Search Improvements
January 6th - New Release
With our Autotask Integration, we now offer Serialized/RMA/Labor Support.
January 4th - New Release
With our Syncro Integration, fixed an issue where case-sensitive emails weren't being matched to existing Customers in Syncro.
January 3rd - New Release
With our Webhooks Integration, fixed an issue where the Recurring Discount Amount wasn't being passed in the payload.
With our Procurement Pick List, fixed an issue where the internal email wasn't being triggered upon BNG/ConnectBooster Checkout.