2024 Release Notes
Matt Stansfield avatar
Written by Matt Stansfield
Updated this week

April

April 15th - New Release

April 9th - New Release

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

April 8th - New Release

  • With our Bundles feature, small bug fixes and improvements.

April 5th - New Release

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

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

April 4th - New Release

  • 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.

April 2nd - New Release

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

March

March 28th - New Release

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

March 27th - New Release

  • Bug fixes:

    • Fixed an issue where in some cases the Dashboard was showing incorrect Totals.

    • Fixed an issue with our Autotask Integration where in some cases there was mismatched Address Data if required fields were NULL.

March 25th - New Release

  • Bug fixes:

    • Fixed an issue where in some cases the Quote Link for rejected revised Quotes being visible to customers.

    • Fixed an issue with the text editor sanitization rules.

March 20th - New Release

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

March 19th - New Release

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

March 19th - New Release

  • Integration Updates:

    • HaloPSA Integration

March 18th - New Release

March 11th - New Release

  • With our Halo Integration, small bug fixes and improvements.

March 5th - New Release

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

March 1st - New Release

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

February

February 26th - New Release

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

February 22nd - New Release

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

February 21st - New Release

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

February 21st - New Release

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

February 21st - New Release

  • Integration Updates:

    • Synnex has been updated to TD Synnex.

    • Deprecated TechData Integrations have been removed.

February 20th - New Release

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

February 14th - New Release

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

February 13th - New Release

  • 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.

February 13th - New Release

  • 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.

February 9th - New Release

  • 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.

February 6th - New Release

  • 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.

February 2nd - New Release

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

February 2nd - New Release

  • 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.

January

January 31st - New Release

January 26th - New Release

  • 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.

January 24th - New Release

  • 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.

January 23rd - New Release

January 18th - New Release

  • 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.

January 18th - New Release

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

January 16th - New Release

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

January 16th - New Release

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

January 15th - New Release

  • 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.

January 12th - New Release

  • 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).

January 3rd - New Release

  • 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.

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