Fixed an issue with the Category Deletion modal.

Fixed an issue where in some cases the Quote Expiry Date wasn't matching the account's timezone setting.

With our Salesforce Integration, fixed SOAP-ERROR that was causing the push to Salesforce to fail when brackets were included in the Item Description.

With our QuickBooks Online Integration, fixed an issue where the Location and Class fields were being overwritten in QuickBooks Online.

With our Quote Revisions, fixed an issue where Quote Revisions created in past months were being erroneously included in current month's Quote Limit.

With our Froala Editor, fixed an issue with the popup for Froala tables not being displayed when opening the Line Item Drawer.

With our Item Import feature, fixed an issue where 0 was being erroneously treated as a NULL value.

With our Kaseya Integration, fixed an issue where searching the Organization field with a partial name match in Kaseya would not find the expected Organization.

With our HaloPSA Integration, fixed an issue where under certain conditions the Quote PDF wasn't being attached to the Halo Opportunity.

With our QuickBooks Online Integration, fixed an issue where QBO wasn't respecting ACH being enabled by default for QBO Invoices.

With our Syncro Integration, fixed an issue where under certain conditions Syncro Products added to the Template were erroneously being flagged as Inactive preventing the current Price from Syncro to be pulled.

With our Autotask Integration, fixed an issue where Curoçao was not being set as the Country for the Person's Address in Quoter when pulling the Person from Autotask.

Income and Expense account values for new Quote Line Items are set based on the Halo Item Group Product Mapping.

Default Product Group and Item Category Mapping are respected to set Income and Expense account values.

If the mapping settings are changed before a Quote Revision is Published, the Product Category and Income and Expense values on Halo will not change after the Quote Revision is Published.

We won’t update the existing Income and Expense account values in Halo for any existing Halo Products that are pushed from Quoter.

With our Syncro Integration, fixed an issue where Syncro was erroneously using the Product Price for Line Items instead of the Quoter Line Item Price.

Fixed an issue where Android users were unable to complete the reCAPTCHA and send the Quote Email.

When we create a new Quote Line Item with Item Description and push the Quote to Halo, the Item Description shows as the Sales Description and Notes Description.

When we create a new Quote Line Item without an Item Description and push the Quote to Halo, we will not update Halo Line Item’s Notes field.

When we match to an existing Halo Product that does not have a Sales Description but does have a Notes Description, we’ll map Halo’s Line Item Notes Description to Quoter’s Line Item Description.

When we match to an existing Halo Product that does not have a Notes Description but does have a Sales Description, we’ll map Halo’s Line Item Sales Description to Quoter’s Line Item Description.

When we match to an existing Halo Product that does have a Sales Description and Notes Description, we’ll map Halo’s Line Item Sales Description to Quoter’s Line Item Description.

When we match to an existing Halo Product, the Halo Product Description will not be updated on push.

Category names are not looked at when we are searching QBO items to match

When the name of the Category and Name of the Item on QBO are the same, using that Item on Quote Creation doesn’t fail the push.

When we use an Item with same Name as a QBO Category and there is no Item with that Name in QBO, a business validation error will be displayed to change the Name of the Item or the Category:

Hide currency selection if multi-currency is disabled in Halo.

If the Quoter Quote is set to Lost, mark the Halo Quote as rejected.

Added tooltip for Create HaloPSA Sales Order:

With our HaloPSA Integration, fixed an issue where we were erroneously showing both the Halo Item Groups and Asset Groups in the Integration Settings. This will now only display the Halo Item Groups.

With our Zoho Integration, fixed an issue that was preventing all Open Deals from being displayed in the Deal Selector.

Fixed an issue on Quote Create and Quote Edit where the Quote Expiry Datepicker was not being displayed.

Quote contact first name

Quote contact last name

Quoter organization

Quote expiry date was modified
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With our Reporting feature, fixed an issue where non-Account Owner Users were unable to access Reporting.

With our ConnectBooster Integration, fixed an issue where the Won Date wasn't being populated for Quotes where ConnectBooster was used as the Payment Gateway.

With our Person Import feature, fixed matching logic issue.

Now showing & instead of amp on Webview and Quote Creation.

Fixed issue with Merge Token formatting.

With our HaloPSA Integration, fixed an issue where HaloPSA Opportunities were being lost on Quote Edit.

Fixed an issue where adding a Horizontal Line was erroneously adding a Page Break on Quote PDF.

Fixed an issue where the Bundle visibility wasn't being respected when Items were added from a connected PSA or Distributor.

Fixed an issue where the User tooltip shows the same users for both Subjects and Approvers on the Approval Policy index.

With our ConnectWise Integration, increased page size for Company Status.

Fixed an issue where Margins were not showing for Recurring Item Options.

Fixed an issue where Product Manager Users were unable to Import Items.

Fixed an issue where deleted Quotes weren't removed from the Quotes Index until the page was refreshed.

Created Date, Last Sent Date, Expiry Date, Won Date

With our CKEditor, fixed an issue where table borders were erroneously being displayed.

Added Google Recaptcha to Send Email Modal

Fixed issue with Client IP on Checkout

With our Manager Approvals feature, fixed an issue where the Review > Webview link was returning a missing page.

With our Manager Approvals feature, fixed the issue whereby the validation error wasn't being shown for negative Line Item Discounts.

We now have a new option in the Integration Settings page for what data to push to the Halo Product Name field:

We are now pushing Manufacturer to the Manufacturer field

We are now pushing Suppliers to the Vendor field

We are now populating the Suppliers for Line Items on Halo Quotes

We are now pushing the MPN/Code to the Manufacturer SKU field on Halo

We are pushing the Line Item Description to the Sales Description field

We are pushing Line Item Cost to Halo

We now have a new option in the Integration Settings for Halo not to push anything until the Quoter Quote changes to a Won status (Accepted, Ordered, or Fulfilled)

We now have a new option to set a default Halo Opportunity status in the Integration Settings page.

With our Manager Approvals feature, we no longer show the User Type warning message, even when the account does not have Sales Manager or Salesperson User Types.

Fixed issue with being unable to upload Quote Attachments / Images.

With our New Quotes List, fixed an issue where long Quote Numbers were overlapping with the Customer column.

With our New Quotes List, fixed an issue where an error was being thrown when attempting to add the Won Date column.

With our Editor, fixed an issue where updates for Line Item Descriptions weren't persisting.

With our Manager Approvals feature, fixed a validation issue with Multi-Stage Manager Approvers.

Updated Label and Description for Product Push Settings

Fixed an issue where under certain conditions Bundles were prevented from being added to the Quote.

Click here to learn more learn more about the impact to current Quotes when turning Avalara on/off

HaloPSA Opportunity Creation

HaloPSA Lead Support

Sales Order (SO) Creation

Purchase Order (PO) Capture and Push

If the Halo Product has one or more associated Suppliers, we will populate the Quoter Line Item with the details of the first (top of the list in Halo) Halo Supplier including: Supplier, Supplier SKU, Cost and Price. If the Halo Supplier has 0 or a NULL value for Cost or Price, we will fallback to the Product Cost and Price.

The selected Quoter Custom Field, when associated to Quote Acceptance, will populate the Quote Customer PO# in HaloPSA. Only Quoter Custom Fields with the "Text" type may be used.

We now support Halo authentication using Client ID and Secret.

We now push PDF Attachments to the Halo Opportunity.

Fixed an issue where changing a Contact's Address from a Country with Region data to a Country without Region data was erroneously passing the old Region data.

Fixed an issue where under certain conditions the Line Item Quantity wasn't being updated on Quote Edit.

With our ConnectWise Integration, removed duplicated Item Name from the ConnectWise Product Customer Description.

With our ConnectWise Integration, fixed an issue where ConnectWise Items added to the Template were erroneously being displayed as Inactive.

Fixed the following integration error Contact Object is Invalid. There is a duplicate contact for this company with the same name and default email. that was preventing the Quoter Quote from pushing to your connected Integration(s).

With our Autotask Integration, fixed an issue where Item Description line breaks were removed if an Autotask Item was saved to a Quoter Template.

With our Halo Integration:

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.

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.

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.

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

HaloPSA Integration

With our Halo Integration, small bug fixes and improvements.

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

Synnex has been updated to TD Synnex.

Deprecated TechData Integrations have been removed.

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 Halo Integration, improvements to Line Item push.

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 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 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.

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

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

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 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.