2022 Release Notes

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 id with Line Item, and the Quote won_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.