With our Halo Integration:

With our Avalara Integration, fixed an issue where the Tax Preview wasn't working on Quote Revision if a Shipping Address wasn't associated with the Person.

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

With our Contracts feature, support for deleting Contracts and Contract Templates.

New Quotes List (Beta)

With our Autotask Integration, we now support checking the Inventory when adding Products from Autotask to Quotes.

With our Bundles feature, small bug fixes and improvements.

With our ConnectWise Integration, prevent overwriting ConnectWise Opportunity Type and Customer PO#.

With our new Text Editor, small bug fixes and improvements.

With our Halo Integration, updates to Integration Overview and removal of Webhook Hash Field.

With our QuickBooks Online Integration, Quote prefix updated from QUOTER to QUOTE.

With our Autotask Integration, improved TaxCategory fallback logic if default has been deleted.

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

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

Bug fixes:

Bug fixes:

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

With our Amazon Business Integration, small bug fixes and improvements.

Integration Updates:

Amazon Business Integration

With our Halo Integration, small bug fixes and improvements.

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

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

With our Single Select feature, fixed an issue where the Single Select option wasn't locked down if payment was taken via ConnectBooster.

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

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

With our Email Tracking feature, we now display the IP Address for Email Events.

Integration Updates:

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

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

With our Salesforce Integration, fixed an issue where the Address wasn't being pushed to the Salesforce Contact.

With our Product Cloud feature, fixed an issue where Distributor Items with Price Updates could cause a blank page to be displayed and an inability to use Select Item.

With our ConnectWise Integration, we updated the Integration Settings to allow setting a default Opportunity Type, default Product Category, and default Product Subcategory.

With our ConnectWise Integration, we now support Recurring Products Billing Cycle Mapping to allow mapping each Quoter Recurring Frequency to a ConnectWise Billing Cycle.

With our ConnectWise Integration, fixed Tax Code Mapping issue.

With our ConnectWise Integration, we now support Quoter Custom Field to CW Customer PO# Mapping.

With our ConnectWise Integration, fixed an issue where CW Opportunity Update was failing when using Code or SKU Item field Mapping and the corresponding field was empty.

With our Halo Integration, improvements to Line Item push.

With our Syncro Integration, we now support pulling Contacts from Syncro when using Person Search.

With our Syncro Integration, we now support checking the Stock when adding Products from Syncro to Quotes.

With our Contracts feature, fixed an issue with Optional Checkboxes.

With our Product Cloud feature, fixed a display issue with the Add Item modal Subcategory dropdown.

With our Quote Web View, fixed a decimal precision issue for Line Item Quantities.

With our PSA Items on Templates and in Bundles feature, HaloPSA is now supported when adding Items to Templates or Bundles.

With our Autotask Integration, creating a Quote from a Template containing an invalid Autotask Item(s) will remove the Inactive Item(s) from the Quote. A flash message will be displayed indicating that the Item has been removed from the Quote due to its Inactive status in Autotask. This will not delete the Item(s) from the Template itself, just from the created Quote.

With our HaloPSA Integration, we now support pulling One-Time and Recurring Products from HaloPSA when using Product Cloud.

With our HaloPSA Integration, fixed a display issue with Opportunity Selector when using Person Search.

HaloPSA Integration

With our Salesforce Integration, fixed an issue where Quotes were failing to push to Salesforce Person Accounts.

With our Avalara Integration, the Template's Calculate Tax setting cannot be set to 'No' if Avalara is enabled.

With our ConnectBooster Integration, fixed an issue where the Total Amount Owing inclusive of Avalara Taxes wasn't being pushed to ConnectBooster if Avalara was enabled.

With our Product Cloud feature, improvements to Keyword search results.

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

With our Pipedrive Integration, we now support Template Pipeline Mapping to allow mapping between Quoter Quote Template(s) and Pipedrive Pipeline(s).

Your session may have expired modal is now shown if you've been on Quote Create / Edit for four hours: to avoid losing any work on this Quote, please open a new tab and log back in if you are prompted to do so.

With our ConnectWise Integration, we now support checking the Inventory On Hand when adding Products from ConnectWise to Quotes.

With our HubSpot Integration, we now support Template Pipeline Mapping to allow mapping between Quoter Quote Template(s) and HubSpot Pipeline(s).

With our Pipedrive Integration, fixed an issue where Taxable Optional Line Items being selected during Quote Acceptance would cause the Upfront Total to include the Optional Line Item(s) Taxable Amount.