May

May 29th - New Release

• New Quotes List: You can now set a default view for your saved Sort & Filter views. 

May 14th - New Release/Bug Fix

• Reminder emails: Removed "Reminder" label from subject line of quote reminder emails to labels and messaging to support non-english localization.
• UPC code: Fixed an issue in Kayesa BMS where existing UPC codes were causing errors due to duplication. A new random UPC code is generated instead.

May 9th - New Release/Bug Fix

• New Quotes List: Last Sent Date now applies to any revision status regardless on whether or not the Quote is published. Note: This feature only works on Quotes published after the May 9th feature update. 
• Quote Versions: Fixed an issue where a long very long custom number in the “Quote Versions” modal number column pushed the modal’s action icons out of view.

May 8th - Bug Fix

• Halo PSA: Supplier case-sensitivity fix.

April

April 28th - New Release

• New Quote Editor (Beta): deployed improved indentation and entity colour differentiation

April 18th - New Release

• New Quote Editor (Beta): added section actions (delete and bulk update)

April 17th - New Release

• New Quotes List: added "Done" button to the top of the custom columns drawer
• New Quotes List: added Recommended Views to all accounts
• New Quotes List: added Sent Date custom column

April 15th - New Release

• New Quotes List: added user profile images

April 14th - New Release

• Added the sticky header to the new Quote Editor Beta

April 11th - New Release

• Deployed SOC 2 requirements
• Quote Editor: added support for drag-and-drop into/out of line item groups

April 9th - New Release

• New Quotes List: increase rows to 50
• Improved Company-matching logic in ConnectWise PSA

April 8th - New Release

• New Quotes List: added search by number and custom number

April 4th - New Release

• Bug fix: Add line item price modifiers to lowest plans

April 2nd - New Release

• Product Cloud (Etilize product lookup) made available to all accounts
• SupplierSync UI improvement when stock is unknown

April 1st - New Release

• Increased font support for Quote webview and PDFs

March

March 31st - New Release

• Added per unit line item discount to Hubspot line item.

March 28th - New Release

• Quote Editor Line Item UI Refresh (Beta) - Epic Released 🚀

March 25th - New Release

• Alternating row colours and hover fill added to new Quotes List.

March 21st - New Release

• SupplierSync enters Beta! - Epic Released 🚀

March 20th - New Release

• Improved responsiveness of email modal to support sending quotes from small devices.

March 19th - New Release

• Update default API version for Ingram Micro product catalogue.

March 18th - New Release

• Quote editor usability improvement, improved handling of empty Sections.
• Added toggle for WYSIWYG editor (htmlUntouched) to improve HTML formatting imported from external sources.

March 17th - New Release

• Added support for QuoteExpiryDate merge token in quote reminder emails.

March 10th - New Release

• Resolved issue with showing footer in new Quotes List.

March 7th - New Release

• Resolved issue publishing quotes with blank optional fields.

March 5th - New Release

• Resolved issue with Avalara integration where sales invoices were not always being created.

February

February 26th - New Release

• Resolved issue with Sections appearing in incorrect order in certain circumstances

February 25th - New Release

• Improved clarity of wording in CW integration

February 20th - New Release

• SupplierSync infrastructure

February 12th - New Release

• Flexible integration push for CRMs and PSAs - Kaseya and Zoho added 
• Assign Quote Owner as Halo Agent

February 11th - New Release

• Flexible integration push for CRMs and PSAs

January

January 29th - New Release

• Added support for another Kaseya subdomain
• Quote Editor: improved responsiveness for small devices
• Quote Editor: add unit cost and price modifier to the details drawer

January 23rd - New Release

• New Quotes List: add international currency symbols

January 20th - New Release

• New Quotes List UX improvement: move date-related filters under their own section
• New Quotes List UX improvement: add submit button at the top of the sort/filter sidebar

January 17th - New Release

• New Quotes List supports filtering for unassigned quotes

January 15th - New Release

• New Quotes List supports Quote Export to CSV with (added taxes and recurring frequency, improved over legacy quotes list)
• Bug Fixes:
  • Product Cloud - Read More should show more content from Etilize
  • Business Merge Tokens should properly work on Quote Reminders

January 13th - New Release

• Increased file upload from 2MB to 5MB
• Bug Fixes:
  • Now if build_product_customer_description is empty, we replace the ConnectWise customer_description with the line item name

January 10th - New Release

• Logging improvements
• Bug Fixes:
  • Single Select not selectable on mobile

January 7th - New Release

• New Quotes List support for Bulk Updates
• Now pushing quote number to Halo’s Quote Reference
• Logo-updates

January 6th - New Release

• Bug Fixes:
  • Fix Contract UTC Date UI
  • Required Custom Fields on Item in Bundle don’t have to be selected when Quote is Published

January 2nd - New Release

• Bug Fixes:
  • Product Cloud on Template - not showing Synnex logo or pulling updated pricing